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.
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 | $22,708 | $100,923-77.5% | $150,045-84.9% | $74,304-69.4% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.3%-7.3pp | 60.3%+14.7pp |
| Annual return | 13.99% | 51.77%-37.8pp | 62.55%-48.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,835 | $6,709-27.9% | $7,997-39.5% | $3,767+28.3% |
| Admin fee / account holder | $3,399 | $2,767+22.8% | $13,435-74.7% | $2,969+14.5% |