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 | $16,302 | $83,369-80.4% | $105,223-84.5% | $67,986-76.0% |
| Participation rate | 84.1% | 56.3%+27.8pp | 75.0%+9.1pp | 57.2%+26.9pp |
| Annual return | 29.23% | 24.64%+4.6pp | 180.65%-151.4pp | 31.67%-2.4pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,776 | $3,295-15.8% | $5,072-45.3% | $3,358-17.3% |
| Admin fee / account holder | $966 | $4,073-76.3% | $8,859-89.1% | $3,203-69.8% |