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 8-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 | $36,114 | $89,739-59.8% | $149,718-75.9% | $62,292-42.0% |
| Participation rate | 91.2% | 85.1%+6.0pp | 87.1%+4.1pp | 69.5%+21.6pp |
| Annual return | 24.30% | 21.01%+3.3pp | 1501.63%-1477.3pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,119 | $4,797+6.7% | $6,569-22.1% | $3,169+61.5% |
| Admin fee / account holder | $4,580 | $551+730.9% | $11,283-59.4% | $479+855.5% |