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 | $122,584-70.3% | $101,794-64.2% | - |
| Participation rate | 91.9% | 55.7%+36.2pp | 69.2%+22.7pp | - |
| Annual return | 19.40% | 12.44%+7.0pp | 30.53%-11.1pp | - |
| Employer contribution / active EE | $0 | $779-100.0% | $2,289-100.0% | - |
| Participant deferral / active EE | $4,656 | $2,994+55.5% | $4,084+14.0% | - |
| Admin fee / account holder | $6,236 | $4,622+34.9% | $8,777-29.0% | - |