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 | $14,657 | $81,460-82.0% | $103,333-85.8% | $80,856-81.9% |
| Participation rate | 75.3% | 66.8%+8.4pp | 74.5%+0.8pp | 67.6%+7.6pp |
| Annual return | 14.24% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,183 | $3,105-61.9% | $3,868-69.4% | $2,755-57.1% |
| Participant deferral / active EE | $4,224 | $3,869+9.2% | $5,057-16.5% | $4,296-1.7% |
| Admin fee / account holder | $869 | $6,566-86.8% | $8,355-89.6% | $6,918-87.4% |