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 | $10,264 | $65,390-84.3% | $169,368-93.9% | $71,457-85.6% |
| Participation rate | 96.6% | 67.0%+29.6pp | 77.1%+19.4pp | 67.9%+28.7pp |
| Annual return | 159.19% | 21.31%+137.9pp | 405.60%-246.4pp | 28.85%+130.3pp |
| Employer contribution / active EE | $2,875 | $2,079+38.3% | $4,013-28.4% | $2,588+11.1% |
| Participant deferral / active EE | $4,951 | $4,367+13.4% | $6,221-20.4% | $4,289+15.4% |
| Admin fee / account holder | $354 | $1,324-73.2% | $9,003-96.1% | $1,587-77.7% |