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 | $20,316-89.3% | $66,042-96.7% | $74,304-97.1% |
| Participation rate | 95.1% | 62.8%+32.4pp | 67.5%+27.6pp | 60.3%+34.8pp |
| Annual return | 22.31% | 28.10%-5.8pp | 52.11%-29.8pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,230 | $1,615-23.9% | $2,835-56.6% | $3,767-67.4% |
| Admin fee / account holder | $393 | $1,668-76.4% | $5,747-93.2% | $2,969-86.8% |