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.
Participant 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 | $19,403 | $66,310-70.7% | $93,606-79.3% | $65,185-70.2% |
| Participation rate | 90.1% | 74.0%+16.1pp | 75.8%+14.3pp | 70.2%+19.9pp |
| Annual return | 18.45% | 42.58%-24.1pp | 32.76%-14.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $826 | $2,012-58.9% | $2,718-69.6% | $2,177-62.0% |
| Participant deferral / active EE | $805 | $3,342-75.9% | $4,069-80.2% | $3,514-77.1% |
| Admin fee / account holder | $2,754 | $6,897-60.1% | $7,888-65.1% | $847+225.1% |