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 | $1,955 | $24,733-92.1% | $69,647-97.2% | $74,495-97.4% |
| Participation rate | 74.8% | 63.5%+11.3pp | 66.5%+8.3pp | 67.2%+7.6pp |
| Annual return | 17.68% | 18.55%-0.9pp | 100.48%-82.8pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $526 | $1,001-47.4% | $1,712-69.3% | $2,623-79.9% |
| Participant deferral / active EE | $1,047 | $1,901-44.9% | $2,886-63.7% | $4,346-75.9% |
| Admin fee / account holder | $389 | $1,892-79.5% | $4,713-91.8% | $1,942-80.0% |