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 5-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 | $16,715 | $58,320-71.3% | $86,436-80.7% | $66,914-75.0% |
| Participation rate | 89.0% | 78.6%+10.4pp | 80.3%+8.7pp | 69.8%+19.2pp |
| Annual return | -3.28% | -9.71%+6.4pp | 4394.89%-4398.2pp | 1.58%-4.9pp |
| Employer contribution / active EE | $4,817 | $2,615+84.2% | $3,769+27.8% | $2,544+89.3% |
| Participant deferral / active EE | $10,316 | $6,899+49.5% | $6,952+48.4% | $4,237+143.5% |
| Admin fee / account holder | $1,094 | $546+100.4% | $6,731-83.7% | $593+84.4% |