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.
Employer 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 | $26,893 | $78,483-65.7% | $106,201-74.7% | $74,546-63.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 75.3%-4.9pp | 67.2%+3.2pp |
| Annual return | 16.57% | 15.94%+0.6pp | 116.26%-99.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $43 | $2,522-98.3% | $3,170-98.6% | $2,624-98.3% |
| Participant deferral / active EE | $1,068 | $4,320-75.3% | $5,012-78.7% | $4,347-75.4% |
| Admin fee / account holder | $454 | $2,236-79.7% | $11,039-95.9% | $1,944-76.7% |