Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $4,915 | $106,110-95.4% | $147,005-96.7% | $77,671-93.7% |
| Participation rate | 73.4% | 78.4%-5.0pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 55.11% | 56.77%-1.7pp | 418.76%-363.7pp | 31.21%+23.9pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,234 | $7,992-59.5% | $8,070-59.9% | $4,648-30.4% |
| Admin fee / account holder | $1,519 | $338+349.7% | $13,006-88.3% | $430+252.9% |