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.
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 | $20,104 | $87,013-76.9% | $106,213-81.1% | $80,856-75.1% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.2pp | 67.6%+30.9pp |
| Annual return | 10.00% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,183 | $2,395-8.9% | $3,171-31.2% | $2,755-20.8% |
| Participant deferral / active EE | $2,324 | $3,986-41.7% | $5,016-53.7% | $4,296-45.9% |
| Admin fee / account holder | $2,871 | $8,431-65.9% | $11,033-74.0% | $6,918-58.5% |