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 3-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 | $1,738 | $49,915-96.5% | $154,803-98.9% | $74,304-97.7% |
| Participation rate | 88.4% | 54.0%+34.5pp | 78.1%+10.4pp | 60.3%+28.1pp |
| Annual return | 532.61% | 34.06%+498.6pp | 58.88%+473.7pp | 29.43%+503.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,113 | $2,255-50.6% | $5,540-79.9% | $3,767-70.5% |
| Admin fee / account holder | $388 | $2,189-82.3% | $14,329-97.3% | $2,969-86.9% |