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 4-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 | $9,824 | $83,369-88.2% | $105,223-90.7% | $67,986-85.6% |
| Participation rate | 79.5% | 56.3%+23.2pp | 75.0%+4.5pp | 57.2%+22.3pp |
| Annual return | 166.13% | 24.64%+141.5pp | 180.65%-14.5pp | 31.67%+134.5pp |
| Employer contribution / active EE | $720 | $2,541-71.7% | $3,689-80.5% | $2,019-64.3% |
| Participant deferral / active EE | $2,150 | $3,295-34.7% | $5,072-57.6% | $3,358-36.0% |
| Admin fee / account holder | $916 | $4,073-77.5% | $8,859-89.7% | $3,203-71.4% |