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 | $83,369-93.1% | $105,223-94.5% | $67,986-91.5% |
| Participation rate | 80.2% | 56.3%+23.9pp | 75.0%+5.2pp | 57.2%+23.0pp |
| Annual return | 29.85% | 24.64%+5.2pp | 180.65%-150.8pp | 31.67%-1.8pp |
| Employer contribution / active EE | $1,258 | $2,541-50.5% | $3,689-65.9% | $2,019-37.7% |
| Participant deferral / active EE | $1,632 | $3,295-50.5% | $5,072-67.8% | $3,358-51.4% |
| Admin fee / account holder | $407 | $4,073-90.0% | $8,859-95.4% | $3,203-87.3% |