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 7-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 | $14,150 | $89,753-84.2% | $107,525-86.8% | $84,808-83.3% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 20.72% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $776 | $3,113-75.1% | $3,754-79.3% | $2,631-70.5% |
| Participant deferral / active EE | $3,306 | $4,056-18.5% | $5,116-35.4% | $4,212-21.5% |
| Admin fee / account holder | $990 | $7,222-86.3% | $8,919-88.9% | $7,344-86.5% |