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 3-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 | $4,651 | $59,097-92.1% | $82,389-94.4% | $74,304-93.7% |
| Participation rate | 76.4% | 52.8%+23.7pp | 69.5%+6.9pp | 60.3%+16.1pp |
| Annual return | 23.31% | 22.85%+0.5pp | 28.67%-5.4pp | 29.43%-6.1pp |
| Employer contribution / active EE | $793 | $1,601-50.5% | $2,517-68.5% | $2,241-64.6% |
| Participant deferral / active EE | $1,662 | $2,775-40.1% | $4,155-60.0% | $3,767-55.9% |
| Admin fee / account holder | $407 | $4,489-90.9% | $7,231-94.4% | $2,969-86.3% |