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 | $1,702 | $24,730-93.1% | $66,042-97.4% | $84,808-98.0% |
| Participation rate | 76.8% | 68.1%+8.7pp | 67.5%+9.3pp | 68.3%+8.5pp |
| Annual return | 15.26% | 79.55%-64.3pp | 52.11%-36.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $580 | $857-32.3% | $1,579-63.3% | $2,631-77.9% |
| Participant deferral / active EE | $1,546 | $1,737-11.0% | $2,835-45.5% | $4,212-63.3% |
| Admin fee / account holder | $850 | $3,014-71.8% | $5,747-85.2% | $7,344-88.4% |