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 | $1,597 | $60,892-97.4% | $82,389-98.1% | $84,808-98.1% |
| Participation rate | 81.6% | 63.3%+18.4pp | 69.5%+12.1pp | 68.3%+13.3pp |
| Annual return | 25.36% | 37.29%-11.9pp | 28.67%-3.3pp | 40.90%-15.5pp |
| Employer contribution / active EE | $558 | $1,779-68.6% | $2,517-77.8% | $2,631-78.8% |
| Participant deferral / active EE | $1,186 | $3,179-62.7% | $4,155-71.4% | $4,212-71.8% |
| Admin fee / account holder | $310 | $5,467-94.3% | $7,231-95.7% | $7,344-95.8% |