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 7-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 | $8,102 | $56,423-85.6% | $77,163-89.5% | $71,457-88.7% |
| Participation rate | 94.4% | 64.3%+30.1pp | 69.6%+24.9pp | 67.9%+26.5pp |
| Annual return | 15.07% | 19.05%-4.0pp | 37.87%-22.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $91 | $1,866-95.1% | $2,535-96.4% | $2,588-96.5% |
| Participant deferral / active EE | $2,029 | $3,142-35.4% | $3,833-47.1% | $4,289-52.7% |
| Admin fee / account holder | $1,306 | $1,429-8.6% | $5,472-76.1% | $1,587-17.7% |