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 7-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 | $13,034 | $82,978-84.3% | $129,995-90.0% | $71,457-81.8% |
| Participation rate | 77.2% | 74.1%+3.2pp | 78.5%-1.2pp | 67.9%+9.3pp |
| Annual return | 16.63% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,607 | $2,622-38.7% | $4,320-62.8% | $2,588-37.9% |
| Participant deferral / active EE | $3,851 | $4,432-13.1% | $5,820-33.8% | $4,289-10.2% |
| Admin fee / account holder | $508 | $1,729-70.6% | $10,614-95.2% | $1,587-68.0% |