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.
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 | $4,035 | $73,397-94.5% | $178,014-97.7% | $74,546-94.6% |
| Participation rate | 86.1% | 66.6%+19.5pp | 77.1%+9.0pp | 67.2%+18.9pp |
| Annual return | 72.02% | 17.49%+54.5pp | 294.80%-222.8pp | 1366.03%-1294.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,353 | $4,512-70.0% | $6,276-78.5% | $4,347-68.9% |
| Admin fee / account holder | $1,455 | $1,809-19.6% | $10,362-86.0% | $1,944-25.1% |