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.
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 | $11,485 | $76,000-84.9% | $154,107-92.5% | $64,186-82.1% |
| Participation rate | 98.6% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | -8.35% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $4,034 | $3,351+20.4% | $5,298-23.8% | $2,381+69.4% |
| Participant deferral / active EE | $1,513 | $3,175-52.3% | $5,081-70.2% | $3,470-56.4% |
| Admin fee / account holder | $554 | $5,596-90.1% | $13,411-95.9% | $4,888-88.7% |