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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 | $3,818 | $64,705-94.1% | $62,929-93.9% | $67,986-94.4% |
| Participation rate | 77.0% | 65.6%+11.4pp | 73.1%+3.9pp | 57.2%+19.8pp |
| Annual return | 20.87% | 20.31%+0.6pp | 1063.93%-1043.1pp | 31.67%-10.8pp |
| Employer contribution / active EE | $738 | $2,376-68.9% | $2,505-70.5% | $2,019-63.4% |
| Participant deferral / active EE | $937 | $3,198-70.7% | $3,888-75.9% | $3,358-72.1% |
| Admin fee / account holder | $772 | $1,428-46.0% | $5,065-84.8% | $3,203-75.9% |