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.
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 | $23,006 | $74,706-69.2% | $75,696-69.6% | $79,386-71.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 2.59% | 18.52%-15.9pp | 104.53%-101.9pp | 116.85%-114.3pp |
| Employer contribution / active EE | $1,533 | $2,590-40.8% | $2,743-44.1% | $2,427-36.9% |
| Participant deferral / active EE | $4,343 | $3,533+22.9% | $3,821+13.6% | $4,046+7.3% |
| Admin fee / account holder | $3,430 | $374+816.0% | $3,619-5.2% | $626+447.6% |