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 4-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 | $41,928 | $146,267-71.3% | $197,124-78.7% | $82,448-49.1% |
| Participation rate | 91.3% | 84.0%+7.3pp | 86.7%+4.6pp | 68.1%+23.2pp |
| Annual return | 29.33% | 29.61%-0.3pp | 44.34%-15.0pp | 41.64%-12.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,192 | $7,035+130.2% | $9,135+77.3% | $4,139+291.2% |
| Admin fee / account holder | $9,203 | $14,422-36.2% | $16,298-43.5% | $7,234+27.2% |