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 | $14,032 | $58,879-76.2% | $178,490-92.1% | $73,488-80.9% |
| Participation rate | 88.3% | 66.2%+22.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 11.74% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $354 | $2,236-84.2% | $5,011-92.9% | $2,270-84.4% |
| Participant deferral / active EE | $1,388 | $2,567-45.9% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $1,376 | $400+243.8% | $13,984-90.2% | $513+168.2% |