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.
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 | $3,546 | $59,097-94.0% | $82,389-95.7% | $74,304-95.2% |
| Participation rate | 83.6% | 52.8%+30.8pp | 69.5%+14.0pp | 60.3%+23.2pp |
| Annual return | 202.07% | 22.85%+179.2pp | 28.67%+173.4pp | 29.43%+172.6pp |
| Employer contribution / active EE | $296 | $1,601-81.5% | $2,517-88.3% | $2,241-86.8% |
| Participant deferral / active EE | $642 | $2,775-76.9% | $4,155-84.5% | $3,767-82.9% |
| Admin fee / account holder | $874 | $4,489-80.5% | $7,231-87.9% | $2,969-70.6% |