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.
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 | $5,450 | $183,540-97.0% | $92,893-94.1% | - |
| Participation rate | 100.0% | 69.1%+30.9pp | 76.0%+24.0pp | - |
| Annual return | 17.86% | 7.80%+10.1pp | 109.41%-91.6pp | - |
| Employer contribution / active EE | $2,846 | $2,217+28.4% | $3,653-22.1% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,236-100.0% | - |
| Admin fee / account holder | $783 | $9,074-91.4% | $5,794-86.5% | - |