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 4-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 | $6,145 | $59,107-89.6% | $86,436-92.9% | $68,494-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.44% | -0.23%-20.2pp | 4394.89%-4415.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,951 | $2,519-22.6% | $3,769-48.2% | $2,596-24.9% |
| Participant deferral / active EE | $2,952 | $5,901-50.0% | $6,952-57.5% | $4,027-26.7% |
| Admin fee / account holder | $914 | $5,637-83.8% | $6,731-86.4% | $5,403-83.1% |