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 4-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 | $2,173 | $16,790-87.1% | $64,489-96.6% | $67,986-96.8% |
| Participation rate | 95.1% | 62.4%+32.7pp | 67.7%+27.5pp | 57.2%+37.9pp |
| Annual return | 22.31% | 30.55%-8.2pp | 55.03%-32.7pp | 31.67%-9.4pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,230 | $1,510-18.6% | $2,778-55.7% | $3,358-63.4% |
| Admin fee / account holder | $393 | $1,690-76.7% | $4,260-90.8% | $3,203-87.7% |