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 10-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 | $18,073 | $62,586-71.1% | $76,768-76.5% | $64,186-71.8% |
| Participation rate | 87.8% | 72.8%+14.9pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -7.15% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,319 | $1,832-28.0% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $3,713 | $3,145+18.1% | $3,852-3.6% | $3,470+7.0% |
| Admin fee / account holder | $783 | $4,667-83.2% | $6,675-88.3% | $4,888-84.0% |