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 5-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.)
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 | $4,336 | $88,083-95.1% | $164,813-97.4% | $74,495-94.2% |
| Participation rate | 71.0% | 73.0%-2.1pp | 78.6%-7.6pp | 67.2%+3.8pp |
| Annual return | 198.54% | 17.26%+181.3pp | 69.93%+128.6pp | 1364.94%-1166.4pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,460 | $4,498-67.6% | $6,031-75.8% | $4,346-66.4% |
| Admin fee / account holder | $510 | $2,234-77.1% | $12,690-96.0% | $1,942-73.7% |