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.
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.)
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 | $17,038 | $66,310-74.3% | $93,606-81.8% | $65,185-73.9% |
| Participation rate | 72.3% | 74.0%-1.7pp | 75.8%-3.6pp | 70.2%+2.1pp |
| Annual return | 14.93% | 42.58%-27.7pp | 32.76%-17.8pp | 29.38%-14.5pp |
| Employer contribution / active EE | $203 | $2,012-89.9% | $2,718-92.5% | $2,177-90.7% |
| Participant deferral / active EE | $850 | $3,342-74.6% | $4,069-79.1% | $3,514-75.8% |
| Admin fee / account holder | $324 | $6,897-95.3% | $7,888-95.9% | $847-61.7% |