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 | $14,042 | $89,753-84.4% | $107,525-86.9% | $84,808-83.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 41.88% | 29.48%+12.4pp | 181.32%-139.4pp | 40.90%+1.0pp |
| Employer contribution / active EE | $2,358 | $3,113-24.3% | $3,754-37.2% | $2,631-10.4% |
| Participant deferral / active EE | $5,095 | $4,056+25.6% | $5,116-0.4% | $4,212+21.0% |
| Admin fee / account holder | $788 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |