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.
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 | $15,157 | $101,317-85.0% | $146,958-89.7% | $74,495-79.7% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.1pp |
| Annual return | 44.81% | 8730.91%-8686.1pp | 418.34%-373.5pp | 1364.94%-1320.1pp |
| Employer contribution / active EE | $1,646 | $3,810-56.8% | $4,933-66.6% | $2,623-37.3% |
| Participant deferral / active EE | $2,717 | $7,303-62.8% | $8,070-66.3% | $4,346-37.5% |
| Admin fee / account holder | $410 | $1,739-76.4% | $12,998-96.8% | $1,942-78.9% |