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 6-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 | $23,197 | $109,881-78.9% | $150,045-84.5% | $84,808-72.6% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 29.88% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.0pp |
| Employer contribution / active EE | $2,927 | $3,561-17.8% | $4,693-37.6% | $2,631+11.2% |
| Participant deferral / active EE | $6,497 | $6,636-2.1% | $7,997-18.8% | $4,212+54.3% |
| Admin fee / account holder | $4,421 | $8,568-48.4% | $13,435-67.1% | $7,344-39.8% |