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.
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 | $24,847 | $71,516-65.3% | $98,439-74.8% | $71,457-65.2% |
| Participation rate | 76.2% | 72.7%+3.5pp | 75.2%+1.1pp | 67.9%+8.3pp |
| Annual return | 16.76% | 32.41%-15.6pp | 21.16%-4.4pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,360 | $4,109-42.6% | $4,738-50.2% | $4,289-45.0% |
| Admin fee / account holder | $3,272 | $1,675+95.4% | $8,948-63.4% | $1,587+106.2% |