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 | $36,425 | $135,057-73.0% | $98,716-63.1% | - |
| Participation rate | 91.9% | 54.8%+37.1pp | 69.3%+22.6pp | - |
| Annual return | 19.40% | 11.95%+7.4pp | 31.81%-12.4pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $4,656 | $3,078+51.3% | $4,048+15.0% | - |
| Admin fee / account holder | $6,236 | $5,301+17.6% | $8,703-28.3% | - |