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 10-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 | $18,834 | $86,286-78.2% | $111,297-83.1% | $85,850-78.1% |
| Participation rate | 89.9% | 73.3%+16.6pp | 77.3%+12.6pp | 69.3%+20.6pp |
| Annual return | 18.94% | 19.99%-1.0pp | 54.65%-35.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $1,935 | $2,043-5.3% | $2,731-29.1% | $2,565-24.6% |
| Participant deferral / active EE | $5,919 | $3,641+62.6% | $4,487+31.9% | $3,952+49.8% |
| Admin fee / account holder | $515 | $8,188-93.7% | $7,964-93.5% | $6,260-91.8% |