See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,145 | $81,248-93.7% | $155,509-96.7% | $80,856-93.6% |
| Participation rate | 94.2% | 66.2%+28.0pp | 78.2%+16.0pp | 67.6%+26.6pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $864 | $3,100-72.1% | $4,672-81.5% | $2,755-68.6% |
| Participant deferral / active EE | $2,379 | $3,452-31.1% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | $332 | $7,997-95.9% | $15,912-97.9% | $6,918-95.2% |