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 6-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 | $11,373 | $86,944-86.9% | $107,525-89.4% | $74,304-84.7% |
| Participation rate | 82.7% | 59.6%+23.2pp | 75.1%+7.6pp | 60.3%+22.4pp |
| Annual return | 99.29% | 23.52%+75.8pp | 181.32%-82.0pp | 29.43%+69.9pp |
| Employer contribution / active EE | $1,064 | $2,757-61.4% | $3,754-71.6% | $2,241-52.5% |
| Participant deferral / active EE | $2,914 | $3,554-18.0% | $5,116-43.0% | $3,767-22.6% |
| Admin fee / account holder | $2,815 | $3,727-24.5% | $8,919-68.4% | $2,969-5.2% |