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.
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 | $6,599 | $86,929-92.4% | $102,423-93.6% | $80,856-91.8% |
| Participation rate | 87.1% | 72.4%+14.8pp | 76.5%+10.7pp | 67.6%+19.5pp |
| Annual return | 15.79% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $981 | $2,369-58.6% | $3,023-67.6% | $2,755-64.4% |
| Participant deferral / active EE | $1,809 | $4,118-56.1% | $5,053-64.2% | $4,296-57.9% |
| Admin fee / account holder | $407 | $8,049-94.9% | $9,451-95.7% | $6,918-94.1% |