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 | $88,634-94.5% | $101,326-95.2% | $74,304-93.4% |
| Participation rate | 90.4% | 76.9%+13.5pp | 81.5%+8.9pp | 60.3%+30.0pp |
| Annual return | 37.54% | 33.10%+4.4pp | 36.82%+0.7pp | 29.43%+8.1pp |
| Employer contribution / active EE | $945 | $2,930-67.8% | $3,665-74.2% | $2,241-57.8% |
| Participant deferral / active EE | $3,444 | $7,322-53.0% | $7,994-56.9% | $3,767-8.6% |
| Admin fee / account holder | $480 | $2,425-80.2% | $11,185-95.7% | $2,969-83.8% |