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 | $2,493 | $58,627-95.7% | $76,735-96.8% | $82,448-97.0% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 21.50% | 39.10%-17.6pp | 29.77%-8.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $743 | $1,729-57.0% | $2,454-69.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,874 | $3,134-40.2% | $4,088-54.1% | $4,139-54.7% |
| Admin fee / account holder | $359 | $5,323-93.3% | $7,189-95.0% | $7,234-95.0% |