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 | $2,598 | $54,517-95.2% | $75,972-96.6% | $74,495-96.5% |
| Participation rate | 92.7% | 60.3%+32.4pp | 69.1%+23.7pp | 67.2%+25.5pp |
| Annual return | 16.36% | 31.82%-15.5pp | 359.55%-343.2pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $723 | $1,777-59.3% | $2,685-73.1% | $2,623-72.5% |
| Participant deferral / active EE | $1,426 | $3,066-53.5% | $4,255-66.5% | $4,346-67.2% |
| Admin fee / account holder | $724 | $2,229-67.5% | $6,467-88.8% | $1,942-62.7% |