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 8-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 | $14,105 | $58,655-76.0% | $91,989-84.7% | $65,185-78.4% |
| Participation rate | 85.5% | 75.3%+10.2pp | 78.6%+6.8pp | 70.2%+15.3pp |
| Annual return | 108.67% | 33.92%+74.7pp | 69.02%+39.6pp | 29.38%+79.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,913 | $5,474+8.0% | $5,923-0.2% | $3,514+68.3% |
| Admin fee / account holder | $1,412 | $434+225.2% | $7,743-81.8% | $847+66.7% |