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 | $7,378 | $54,368-86.4% | $117,039-93.7% | $62,292-88.2% |
| Participation rate | 97.3% | 64.9%+32.4pp | 77.2%+20.1pp | 69.5%+27.8pp |
| Annual return | 16.26% | 21.77%-5.5pp | 18.95%-2.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $293 | $1,692-82.7% | $3,785-92.3% | $2,042-85.6% |
| Participant deferral / active EE | $703 | $2,269-69.0% | $3,929-82.1% | $3,169-77.8% |
| Admin fee / account holder | $893 | $493+80.9% | $5,974-85.1% | $479+86.2% |