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 4-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 | $11,171 | $76,050-85.3% | $96,544-88.4% | $71,457-84.4% |
| Participation rate | 84.5% | 74.4%+10.1pp | 76.0%+8.6pp | 67.9%+16.6pp |
| Annual return | 26.77% | 22.81%+4.0pp | 25.84%+0.9pp | 28.85%-2.1pp |
| Employer contribution / active EE | $1,941 | $2,244-13.5% | $2,965-34.5% | $2,588-25.0% |
| Participant deferral / active EE | $3,672 | $4,215-12.9% | $4,851-24.3% | $4,289-14.4% |
| Admin fee / account holder | $728 | $2,707-73.1% | $8,252-91.2% | $1,587-54.1% |