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 | $17,603 | $84,556-79.2% | $116,228-84.9% | $74,304-76.3% |
| Participation rate | 86.4% | 66.0%+20.4pp | 74.6%+11.9pp | 60.3%+26.1pp |
| Annual return | 26.48% | 18.35%+8.1pp | 90.06%-63.6pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,831 | $2,168-15.5% | $2,994-38.9% | $2,241-18.3% |
| Participant deferral / active EE | $4,318 | $3,814+13.2% | $4,953-12.8% | $3,767+14.6% |
| Admin fee / account holder | $4,627 | $3,792+22.0% | $11,989-61.4% | $2,969+55.8% |