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.
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.)
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 | $11,224 | $105,181-89.3% | $159,436-93.0% | $85,850-86.9% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 21.01% | 45.07%-24.1pp | 263.57%-242.6pp | 318.53%-297.5pp |
| Employer contribution / active EE | $334 | $3,318-89.9% | $4,829-93.1% | $2,565-87.0% |
| Participant deferral / active EE | $3,255 | $5,945-45.2% | $7,352-55.7% | $3,952-17.6% |
| Admin fee / account holder | $2,047 | $6,933-70.5% | $10,799-81.0% | $6,260-67.3% |