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 3-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 | $16,338 | $88,360-81.5% | $145,433-88.8% | $67,986-76.0% |
| Participation rate | 77.7% | 65.5%+12.2pp | 82.1%-4.4pp | 57.2%+20.5pp |
| Annual return | 46.72% | 63.15%-16.4pp | 66.58%-19.9pp | 31.67%+15.1pp |
| Employer contribution / active EE | $2,070 | $3,054-32.2% | $4,554-54.5% | $2,019+2.6% |
| Participant deferral / active EE | $4,268 | $5,932-28.0% | $7,897-46.0% | $3,358+27.1% |
| Admin fee / account holder | $431 | $3,313-87.0% | $13,129-96.7% | $3,203-86.6% |