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.
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 | $7,524 | $60,892-87.6% | $82,389-90.9% | $84,808-91.1% |
| Participation rate | 92.8% | 63.3%+29.5pp | 69.5%+23.2pp | 68.3%+24.5pp |
| Annual return | 17.24% | 37.29%-20.0pp | 28.67%-11.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10 | $1,779-99.5% | $2,517-99.6% | $2,631-99.6% |
| Participant deferral / active EE | $2,021 | $3,179-36.4% | $4,155-51.3% | $4,212-52.0% |
| Admin fee / account holder | $1,203 | $5,467-78.0% | $7,231-83.4% | $7,344-83.6% |