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.
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 | $7,276 | $99,985-92.7% | $146,665-95.0% | $85,850-91.5% |
| Participation rate | 84.3% | 73.1%+11.3pp | 80.1%+4.3pp | 69.3%+15.0pp |
| Annual return | 13.82% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $330 | $2,559-87.1% | $4,136-92.0% | $2,565-87.1% |
| Participant deferral / active EE | $1,052 | $4,006-73.7% | $5,506-80.9% | $3,952-73.4% |
| Admin fee / account holder | $864 | $7,702-88.8% | $10,280-91.6% | $6,260-86.2% |