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 | $8,777 | $64,119-86.3% | $112,228-92.2% | $66,914-86.9% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.1%+16.6pp | 69.8%+21.9pp |
| Annual return | -21.32% | -13.81%-7.5pp | 27.45%-48.8pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,280 | $3,005-57.4% | $3,635-64.8% | $2,544-49.7% |
| Participant deferral / active EE | $4,308 | $3,693+16.7% | $4,728-8.9% | $4,237+1.7% |
| Admin fee / account holder | $406 | $625-35.0% | $6,410-93.7% | $593-31.5% |