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 9-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.
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 | $13,080 | $98,750-86.8% | $149,696-91.3% | $79,858-83.6% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 20.55% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,065 | $3,216-35.8% | $4,644-55.5% | $2,471-16.4% |
| Participant deferral / active EE | $544 | $5,680-90.4% | $6,842-92.0% | $3,740-85.4% |
| Admin fee / account holder | $1,085 | $6,053-82.1% | $9,309-88.3% | $5,306-79.6% |