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 | $60,892-95.9% | $82,389-97.0% | $84,808-97.1% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 21.50% | 37.29%-15.8pp | 28.67%-7.2pp | 40.90%-19.4pp |
| Employer contribution / active EE | $743 | $1,779-58.2% | $2,517-70.5% | $2,631-71.8% |
| Participant deferral / active EE | $1,874 | $3,179-41.0% | $4,155-54.9% | $4,212-55.5% |
| Admin fee / account holder | $359 | $5,467-93.4% | $7,231-95.0% | $7,344-95.1% |