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 | $9,048 | $76,912-88.2% | $129,110-93.0% | $68,494-86.8% |
| Participation rate | 94.7% | 69.1%+25.6pp | 77.3%+17.5pp | 67.9%+26.8pp |
| Annual return | -20.85% | -9.78%-11.1pp | -10.94%-9.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,614 | $3,243-50.2% | $5,052-68.1% | $2,596-37.8% |
| Participant deferral / active EE | $1,984 | $4,732-58.1% | $6,542-69.7% | $4,027-50.7% |
| Admin fee / account holder | $1,139 | $6,638-82.8% | $14,302-92.0% | $5,403-78.9% |