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 | $5,771 | $86,944-93.4% | $107,525-94.6% | $74,304-92.2% |
| Participation rate | 80.2% | 59.6%+20.6pp | 75.1%+5.1pp | 60.3%+19.8pp |
| Annual return | 29.85% | 23.52%+6.3pp | 181.32%-151.5pp | 29.43%+0.4pp |
| Employer contribution / active EE | $1,258 | $2,757-54.4% | $3,754-66.5% | $2,241-43.9% |
| Participant deferral / active EE | $1,632 | $3,554-54.1% | $5,116-68.1% | $3,767-56.7% |
| Admin fee / account holder | $407 | $3,727-89.1% | $8,919-95.4% | $2,969-86.3% |