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 | $88,360-74.3% | $145,433-84.4% | $67,986-66.6% |
| Participation rate | 75.0% | 65.5%+9.5pp | 82.1%-7.1pp | 57.2%+17.8pp |
| Annual return | 13.99% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,835 | $5,932-18.5% | $7,897-38.8% | $3,358+44.0% |
| Admin fee / account holder | $3,399 | $3,313+2.6% | $13,129-74.1% | $3,203+6.1% |