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 | $9,115 | $49,915-81.7% | $154,803-94.1% | $74,304-87.7% |
| Participation rate | 78.7% | 54.0%+24.8pp | 78.1%+0.7pp | 60.3%+18.4pp |
| Annual return | 18.04% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $916 | $1,611-43.2% | $4,305-78.7% | $2,241-59.1% |
| Participant deferral / active EE | $2,861 | $2,255+26.9% | $5,540-48.4% | $3,767-24.1% |
| Admin fee / account holder | $1,053 | $2,189-51.9% | $14,329-92.7% | $2,969-64.5% |