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 | $80,705-78.2% | $115,768-84.8% | $67,986-74.1% |
| Participation rate | 86.4% | 63.0%+23.4pp | 74.4%+12.0pp | 57.2%+29.2pp |
| Annual return | 26.48% | 18.49%+8.0pp | 100.46%-74.0pp | 31.67%-5.2pp |
| Employer contribution / active EE | $1,831 | $2,046-10.5% | $2,940-37.7% | $2,019-9.3% |
| Participant deferral / active EE | $4,318 | $3,559+21.3% | $4,917-12.2% | $3,358+28.6% |
| Admin fee / account holder | $4,627 | $4,135+11.9% | $12,439-62.8% | $3,203+44.4% |