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.
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 | $4,226 | $142,424-97.0% | $100,534-95.8% | $74,304-94.3% |
| Participation rate | 76.1% | 79.6%-3.5pp | 80.6%-4.5pp | 60.3%+15.7pp |
| Annual return | 1147.27% | 27.53%+1119.7pp | 32.66%+1114.6pp | 29.43%+1117.8pp |
| Employer contribution / active EE | $458 | $5,555-91.8% | $4,346-89.5% | $2,241-79.6% |
| Participant deferral / active EE | $1,143 | $8,247-86.1% | $6,144-81.4% | $3,767-69.7% |
| Admin fee / account holder | $573 | $1,986-71.1% | $7,654-92.5% | $2,969-80.7% |