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.
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 | $6,435 | $59,402-89.2% | $93,654-93.1% | $74,546-91.4% |
| Participation rate | 92.4% | 59.7%+32.7pp | 68.7%+23.6pp | 67.2%+25.1pp |
| Annual return | 26.38% | 81.86%-55.5pp | 133.34%-107.0pp | 1366.03%-1339.6pp |
| Employer contribution / active EE | $777 | $1,265-38.5% | $2,421-67.9% | $2,624-70.4% |
| Participant deferral / active EE | $1,311 | $3,049-57.0% | $4,413-70.3% | $4,347-69.8% |
| Admin fee / account holder | $390 | $3,023-87.1% | $8,282-95.3% | $1,944-79.9% |