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 6-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.
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 | $31,425 | $87,870-64.2% | $113,168-72.2% | $74,304-57.7% |
| Participation rate | 71.0% | 70.7%+0.3pp | 76.6%-5.5pp | 60.3%+10.7pp |
| Annual return | 12.82% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $5,526 | $2,277+142.7% | $2,975+85.8% | $2,241+146.6% |
| Participant deferral / active EE | $2,028 | $4,241-52.2% | $5,107-60.3% | $3,767-46.2% |
| Admin fee / account holder | $459 | $3,368-86.4% | $12,068-96.2% | $2,969-84.5% |