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 10-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 | $3,926 | $78,705-95.0% | $117,854-96.7% | $70,131-94.4% |
| Participation rate | 95.2% | 73.2%+22.0pp | 79.7%+15.5pp | 69.5%+25.6pp |
| Annual return | 22.18% | 23.30%-1.1pp | 335.08%-312.9pp | 73.14%-51.0pp |
| Employer contribution / active EE | $827 | $2,223-62.8% | $3,786-78.2% | $2,342-64.7% |
| Participant deferral / active EE | $1,506 | $3,297-54.3% | $4,482-66.4% | $3,332-54.8% |
| Admin fee / account holder | $343 | $5,065-93.2% | $8,020-95.7% | $4,645-92.6% |