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 8-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 | $9,068 | $76,000-88.1% | $154,107-94.1% | $64,186-85.9% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -11.47% | 30.32%-41.8pp | 735.12%-746.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $3,371 | $3,351+0.6% | $5,298-36.4% | $2,381+41.6% |
| Participant deferral / active EE | $2,348 | $3,175-26.0% | $5,081-53.8% | $3,470-32.3% |
| Admin fee / account holder | $330 | $5,596-94.1% | $13,411-97.5% | $4,888-93.2% |