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 | $86,944-81.2% | $107,525-84.8% | $74,304-78.1% |
| Participation rate | 84.1% | 59.6%+24.6pp | 75.1%+9.0pp | 60.3%+23.8pp |
| Annual return | 29.23% | 23.52%+5.7pp | 181.32%-152.1pp | 29.43%-0.2pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,776 | $3,554-21.9% | $5,116-45.7% | $3,767-26.3% |
| Admin fee / account holder | $966 | $3,727-74.1% | $8,919-89.2% | $2,969-67.5% |