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 | $88,672-84.2% | $105,223-86.7% | $82,448-83.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.88% | 30.86%+11.0pp | 180.65%-138.8pp | 41.64%+0.2pp |
| Employer contribution / active EE | $2,358 | $3,048-22.6% | $3,689-36.1% | $2,551-7.6% |
| Participant deferral / active EE | $5,095 | $4,036+26.3% | $5,072+0.5% | $4,139+23.1% |
| Admin fee / account holder | $788 | $7,146-89.0% | $8,859-91.1% | $7,234-89.1% |