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 4-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.)
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 | $3,689 | $57,281-93.6% | $86,612-95.7% | $75,163-95.1% |
| Participation rate | 86.5% | 63.2%+23.3pp | 71.7%+14.8pp | 67.2%+19.3pp |
| Annual return | 11.35% | 2670.75%-2659.4pp | 591.07%-579.7pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,490 | $3,318-25.0% | $4,438-43.9% | $4,125-39.6% |
| Admin fee / account holder | $1,463 | $4,112-64.4% | $5,614-73.9% | $5,651-74.1% |