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 | $9,598 | $83,369-88.5% | $105,223-90.9% | $67,986-85.9% |
| Participation rate | 88.4% | 56.3%+32.1pp | 75.0%+13.3pp | 57.2%+31.2pp |
| Annual return | 134.06% | 24.64%+109.4pp | 180.65%-46.6pp | 31.67%+102.4pp |
| Employer contribution / active EE | $666 | $2,541-73.8% | $3,689-81.9% | $2,019-67.0% |
| Participant deferral / active EE | $2,522 | $3,295-23.4% | $5,072-50.3% | $3,358-24.9% |
| Admin fee / account holder | $903 | $4,073-77.8% | $8,859-89.8% | $3,203-71.8% |