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 | $5,842 | $59,097-90.1% | $82,389-92.9% | $74,304-92.1% |
| Participation rate | 96.0% | 52.8%+43.2pp | 69.5%+26.5pp | 60.3%+35.7pp |
| Annual return | 18.05% | 22.85%-4.8pp | 28.67%-10.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $834 | $1,601-47.9% | $2,517-66.9% | $2,241-62.8% |
| Participant deferral / active EE | $1,939 | $2,775-30.1% | $4,155-53.3% | $3,767-48.5% |
| Admin fee / account holder | $814 | $4,489-81.9% | $7,231-88.7% | $2,969-72.6% |