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 6-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 | $5,486 | $107,218-94.9% | $115,768-95.3% | $79,634-93.1% |
| Participation rate | 72.6% | 76.8%-4.2pp | 74.4%-1.8pp | 62.5%+10.1pp |
| Annual return | 19.06% | 15.41%+3.6pp | 100.46%-81.4pp | 36.46%-17.4pp |
| Employer contribution / active EE | $572 | $3,627-84.2% | $2,940-80.6% | $2,529-77.4% |
| Participant deferral / active EE | $1,619 | $5,091-68.2% | $4,917-67.1% | $3,835-57.8% |
| Admin fee / account holder | $563 | $576-2.1% | $12,439-95.5% | $1,002-43.8% |