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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,079 | $52,279-82.6% | $89,391-89.8% | $79,858-88.6% |
| Participation rate | 95.4% | 57.5%+37.9pp | 68.0%+27.4pp | 69.6%+25.8pp |
| Annual return | 28.58% | 22.16%+6.4pp | 245.62%-217.0pp | 31.71%-3.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,292 | $2,740-16.4% | $3,890-41.1% | $3,740-38.7% |
| Admin fee / account holder | $1,010 | $3,356-69.9% | $4,881-79.3% | $5,306-81.0% |