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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,451 | $91,760-70.1% | $156,181-82.4% | $67,986-59.6% |
| Participation rate | 85.4% | 65.0%+20.4pp | 78.8%+6.5pp | 57.2%+28.2pp |
| Annual return | 12.50% | 18.14%-5.6pp | 64.87%-52.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $161 | $2,419-93.3% | $4,294-96.2% | $2,019-92.0% |
| Participant deferral / active EE | $1,012 | $3,960-74.5% | $6,132-83.5% | $3,358-69.9% |
| Admin fee / account holder | $2,808 | $3,949-28.9% | $14,586-80.7% | $3,203-12.3% |