Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $3,459 | $55,932-93.8% | $76,735-95.5% | $67,986-94.9% |
| Participation rate | 72.7% | 50.8%+21.9pp | 69.5%+3.2pp | 57.2%+15.5pp |
| Annual return | 23.75% | 23.10%+0.7pp | 29.77%-6.0pp | 31.67%-7.9pp |
| Employer contribution / active EE | $476 | $1,487-68.0% | $2,454-80.6% | $2,019-76.4% |
| Participant deferral / active EE | $995 | $2,558-61.1% | $4,088-75.7% | $3,358-70.4% |
| Admin fee / account holder | $487 | $4,907-90.1% | $7,189-93.2% | $3,203-84.8% |