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 9-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.
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 | $15,012 | $59,159-74.6% | $159,960-90.6% | $66,914-77.6% |
| Participation rate | 78.1% | 68.1%+10.0pp | 78.0%+0.1pp | 69.8%+8.3pp |
| Annual return | -17.02% | -12.26%-4.8pp | 408.60%-425.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,950 | $4,395+35.4% | $6,182-3.8% | $4,237+40.4% |
| Admin fee / account holder | $1,568 | $591+165.3% | $8,698-82.0% | $593+164.2% |