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.
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 | $15,867 | $69,477-77.2% | $94,646-83.2% | $71,457-77.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 21.70% | 29.66%-8.0pp | 156.71%-135.0pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,794 | $2,853-37.1% | $3,672-51.1% | $2,588-30.7% |
| Participant deferral / active EE | $3,191 | $7,345-56.5% | $7,418-57.0% | $4,289-25.6% |
| Admin fee / account holder | $1,297 | $1,210+7.3% | $7,231-82.1% | $1,587-18.3% |