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 | $2,413 | $56,060-95.7% | $76,002-96.8% | $80,874-97.0% |
| Participation rate | 80.9% | 62.0%+18.8pp | 69.1%+11.8pp | 67.6%+13.2pp |
| Annual return | 16.05% | 20.54%-4.5pp | 360.07%-344.0pp | 35.62%-19.6pp |
| Employer contribution / active EE | $922 | $1,873-50.8% | $2,688-65.7% | $2,756-66.5% |
| Participant deferral / active EE | $1,374 | $3,051-55.0% | $4,257-67.7% | $4,297-68.0% |
| Admin fee / account holder | $418 | $5,237-92.0% | $6,414-93.5% | $6,935-94.0% |