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 | $19,628 | $78,485-75.0% | $106,213-81.5% | $74,495-73.7% |
| Participation rate | 95.5% | 72.8%+22.7pp | 75.3%+20.2pp | 67.2%+28.3pp |
| Annual return | 51.54% | 15.95%+35.6pp | 116.14%-64.6pp | 1364.94%-1313.4pp |
| Employer contribution / active EE | $711 | $2,523-71.8% | $3,171-77.6% | $2,623-72.9% |
| Participant deferral / active EE | $6,632 | $4,322+53.4% | $5,016+32.2% | $4,346+52.6% |
| Admin fee / account holder | $1,411 | $2,232-36.8% | $11,033-87.2% | $1,942-27.3% |