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 | $100,923-78.4% | $150,045-85.5% | $74,304-70.6% |
| Participation rate | 70.5% | 70.1%+0.4pp | 82.3%-11.8pp | 60.3%+10.1pp |
| Annual return | 70.27% | 51.77%+18.5pp | 62.55%+7.7pp | 29.43%+40.8pp |
| Employer contribution / active EE | $3,696 | $3,463+6.7% | $4,693-21.3% | $2,241+64.9% |
| Participant deferral / active EE | $7,095 | $6,709+5.7% | $7,997-11.3% | $3,767+88.3% |
| Admin fee / account holder | $3,408 | $2,767+23.2% | $13,435-74.6% | $2,969+14.8% |