Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $21,034 | $79,184-73.4% | $102,438-79.5% | $74,546-71.8% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 16.19% | 54.95%-38.8pp | 29.37%-13.2pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,668 | $2,362+13.0% | $3,024-11.8% | $2,624+1.7% |
| Participant deferral / active EE | $4,428 | $4,414+0.3% | $5,054-12.4% | $4,347+1.9% |
| Admin fee / account holder | $3,417 | $2,001+70.7% | $9,448-63.8% | $1,944+75.8% |