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 | $4,082 | $93,571-95.6% | $135,903-97.0% | $75,163-94.6% |
| Participation rate | 82.7% | 75.2%+7.5pp | 81.9%+0.8pp | 67.2%+15.5pp |
| Annual return | 21.22% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,082 | $6,404-51.9% | $7,758-60.3% | $4,125-25.3% |
| Admin fee / account holder | $412 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |