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 | $12,475 | $85,515-85.4% | $112,040-88.9% | $67,986-81.7% |
| Participation rate | 97.0% | 68.2%+28.8pp | 76.5%+20.5pp | 57.2%+39.8pp |
| Annual return | 122.18% | 29.68%+92.5pp | 24.52%+97.7pp | 31.67%+90.5pp |
| Employer contribution / active EE | $2,043 | $2,191-6.7% | $2,954-30.8% | $2,019+1.2% |
| Participant deferral / active EE | $4,802 | $4,014+19.6% | $5,098-5.8% | $3,358+43.0% |
| Admin fee / account holder | $352 | $3,774-90.7% | $12,098-97.1% | $3,203-89.0% |