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 | $21,809 | $88,360-75.3% | $145,433-85.0% | $67,986-67.9% |
| Participation rate | 70.5% | 65.5%+5.0pp | 82.1%-11.6pp | 57.2%+13.3pp |
| Annual return | 70.27% | 63.15%+7.1pp | 66.58%+3.7pp | 31.67%+38.6pp |
| Employer contribution / active EE | $3,696 | $3,054+21.0% | $4,554-18.9% | $2,019+83.1% |
| Participant deferral / active EE | $7,095 | $5,932+19.6% | $7,897-10.2% | $3,358+111.3% |
| Admin fee / account holder | $3,408 | $3,313+2.9% | $13,129-74.0% | $3,203+6.4% |