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.
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 | $9,582 | $83,477-88.5% | $125,175-92.3% | $72,985-86.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 30.99% | 25.78%+5.2pp | 43.79%-12.8pp | 81.00%-50.0pp |
| Employer contribution / active EE | $7,012 | $2,345+199.0% | $3,865+81.4% | $2,440+187.4% |
| Participant deferral / active EE | $593 | $3,585-83.5% | $4,937-88.0% | $3,607-83.6% |
| Admin fee / account holder | $802 | $5,517-85.5% | $9,702-91.7% | $5,124-84.4% |