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 | $135,961-96.9% | $96,707-95.6% | $67,986-93.8% |
| Participation rate | 76.1% | 76.3%-0.2pp | 80.4%-4.3pp | 57.2%+18.9pp |
| Annual return | 1147.27% | 31.14%+1116.1pp | 34.78%+1112.5pp | 31.67%+1115.6pp |
| Employer contribution / active EE | $458 | $5,011-90.9% | $4,191-89.1% | $2,019-77.3% |
| Participant deferral / active EE | $1,143 | $7,360-84.5% | $5,997-80.9% | $3,358-66.0% |
| Admin fee / account holder | $573 | $2,370-75.8% | $7,503-92.4% | $3,203-82.1% |