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 | $86,944-88.7% | $107,525-90.9% | $74,304-86.8% |
| Participation rate | 79.5% | 59.6%+20.0pp | 75.1%+4.5pp | 60.3%+19.2pp |
| Annual return | 166.13% | 23.52%+142.6pp | 181.32%-15.2pp | 29.43%+136.7pp |
| Employer contribution / active EE | $720 | $2,757-73.9% | $3,754-80.8% | $2,241-67.9% |
| Participant deferral / active EE | $2,150 | $3,554-39.5% | $5,116-58.0% | $3,767-42.9% |
| Admin fee / account holder | $916 | $3,727-75.4% | $8,919-89.7% | $2,969-69.1% |