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 | $15,591 | $54,701-71.5% | $86,188-81.9% | $71,457-78.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 30.95% | 20.06%+10.9pp | 1168.45%-1137.5pp | 28.85%+2.1pp |
| Employer contribution / active EE | $2,302 | $1,265+82.0% | $2,380-3.3% | $2,588-11.0% |
| Participant deferral / active EE | $5,833 | $3,108+87.7% | $3,985+46.4% | $4,289+36.0% |
| Admin fee / account holder | $494 | $1,922-74.3% | $6,852-92.8% | $1,587-68.9% |