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 | $8,619 | $55,472-84.5% | $155,567-94.5% | $74,546-88.4% |
| Participation rate | 84.6% | 61.9%+22.6pp | 78.2%+6.4pp | 67.2%+17.3pp |
| Annual return | 4.81% | 268.72%-263.9pp | 64.74%-59.9pp | 1366.03%-1361.2pp |
| Employer contribution / active EE | $1,011 | $2,269-55.4% | $4,674-78.4% | $2,624-61.5% |
| Participant deferral / active EE | $2,287 | $2,838-19.4% | $5,628-59.4% | $4,347-47.4% |
| Admin fee / account holder | $2,395 | $1,743+37.4% | $15,916-85.0% | $1,944+23.2% |