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 | $5,681 | $42,886-86.8% | $88,946-93.6% | $85,563-93.4% |
| Participation rate | 79.2% | 37.9%+41.3pp | 68.8%+10.3pp | 66.0%+13.2pp |
| Annual return | 37.03% | 44.56%-7.5pp | 57.82%-20.8pp | 31.51%+5.5pp |
| Employer contribution / active EE | $1,282 | $1,147+11.7% | $2,555-49.8% | $2,654-51.7% |
| Participant deferral / active EE | $1,787 | $2,108-15.2% | $4,581-61.0% | $4,375-59.2% |
| Admin fee / account holder | $340 | $2,263-85.0% | $8,261-95.9% | $834-59.3% |