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.
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 | $16,726 | $86,929-80.8% | $102,423-83.7% | $80,856-79.3% |
| Participation rate | 87.3% | 72.4%+14.9pp | 76.5%+10.8pp | 67.6%+19.7pp |
| Annual return | 10.72% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,522 | $2,369-35.8% | $3,023-49.7% | $2,755-44.8% |
| Participant deferral / active EE | $1,101 | $4,118-73.3% | $5,053-78.2% | $4,296-74.4% |
| Admin fee / account holder | $346 | $8,049-95.7% | $9,451-96.3% | $6,918-95.0% |