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 | $26,530 | $101,317-73.8% | $146,958-81.9% | $74,495-64.4% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-2.9pp | 67.2%+12.0pp |
| Annual return | 447.21% | 8730.91%-8283.7pp | 418.34%+28.9pp | 1364.94%-917.7pp |
| Employer contribution / active EE | $4,242 | $3,810+11.3% | $4,933-14.0% | $2,623+61.7% |
| Participant deferral / active EE | $9,732 | $7,303+33.3% | $8,070+20.6% | $4,346+123.9% |
| Admin fee / account holder | $495 | $1,739-71.5% | $12,998-96.2% | $1,942-74.5% |