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 | $13,753 | $50,199-72.6% | $70,092-80.4% | $66,914-79.4% |
| Participation rate | 95.1% | 66.3%+28.8pp | 70.5%+24.6pp | 69.8%+25.3pp |
| Annual return | -15.12% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,303 | $1,864+23.6% | $2,559-10.0% | $2,544-9.5% |
| Participant deferral / active EE | $4,679 | $3,112+50.4% | $3,849+21.6% | $4,237+10.4% |
| Admin fee / account holder | $1,104 | $600+84.1% | $6,267-82.4% | $593+86.1% |