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 | $14,453 | $100,923-85.7% | $150,045-90.4% | $74,304-80.5% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.3%+7.2pp | 60.3%+29.2pp |
| Annual return | 390.86% | 51.77%+339.1pp | 62.55%+328.3pp | 29.43%+361.4pp |
| Employer contribution / active EE | $766 | $3,463-77.9% | $4,693-83.7% | $2,241-65.8% |
| Participant deferral / active EE | $5,891 | $6,709-12.2% | $7,997-26.3% | $3,767+56.4% |
| Admin fee / account holder | $2,055 | $2,767-25.7% | $13,435-84.7% | $2,969-30.8% |