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 | $4,935 | $101,763-95.2% | $164,866-97.0% | $80,874-93.9% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 14.63% | 16.73%-2.1pp | 69.97%-55.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $811 | $2,954-72.6% | $4,343-81.3% | $2,756-70.6% |
| Participant deferral / active EE | $891 | $4,477-80.1% | $6,033-85.2% | $4,297-79.3% |
| Admin fee / account holder | $685 | $8,228-91.7% | $12,689-94.6% | $6,935-90.1% |