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 10-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,369 | $102,382-80.1% | $147,005-86.1% | $80,874-74.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 9.31% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,141 | $6,646+37.5% | $8,070+13.3% | $4,297+112.7% |
| Admin fee / account holder | $9,120 | $7,942+14.8% | $13,006-29.9% | $6,935+31.5% |