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 | $4,882 | $82,879-94.1% | $96,576-94.9% | $67,986-92.8% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.4%+8.9pp | 57.2%+33.2pp |
| Annual return | 37.54% | 36.90%+0.6pp | 38.47%-0.9pp | 31.67%+5.9pp |
| Employer contribution / active EE | $945 | $2,727-65.4% | $3,553-73.4% | $2,019-53.2% |
| Participant deferral / active EE | $3,444 | $6,976-50.6% | $7,956-56.7% | $3,358+2.6% |
| Admin fee / account holder | $480 | $2,783-82.8% | $11,381-95.8% | $3,203-85.0% |