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.)
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 | $17,278 | $122,239-85.9% | $184,203-90.6% | $74,495-76.8% |
| Participation rate | 73.1% | 85.5%-12.3pp | 86.8%-13.7pp | 67.2%+5.9pp |
| Annual return | 7.38% | 19.95%-12.6pp | 28.81%-21.4pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,172 | $7,139-55.6% | $9,131-65.3% | $4,346-27.0% |
| Admin fee / account holder | $3,556 | $1,260+182.3% | $13,901-74.4% | $1,942+83.1% |