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 | $3,353 | $176,947-98.1% | $100,534-96.7% | - |
| Participation rate | 84.8% | 61.8%+23.0pp | 80.6%+4.2pp | - |
| Annual return | 29.31% | 15.13%+14.2pp | 32.66%-3.3pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $4,346-100.0% | - |
| Participant deferral / active EE | $2,957 | $4,114-28.1% | $6,144-51.9% | - |
| Admin fee / account holder | $641 | $22,209-97.1% | $7,654-91.6% | - |