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 8-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 | $15,270 | $125,758-87.9% | $169,993-91.0% | $75,163-79.7% |
| Participation rate | 87.6% | 83.6%+4.0pp | 87.0%+0.6pp | 67.2%+20.4pp |
| Annual return | 26.54% | 27.20%-0.7pp | 53.37%-26.8pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,942 | $4,615-57.9% | $6,785-71.4% | $2,670-27.3% |
| Participant deferral / active EE | $2,587 | $6,837-62.2% | $10,408-75.1% | $4,125-37.3% |
| Admin fee / account holder | $369 | $8,173-95.5% | $12,815-97.1% | $5,651-93.5% |