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 3-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 | $3,818 | $67,984-94.4% | $65,493-94.2% | $74,304-94.9% |
| Participation rate | 77.0% | 66.3%+10.6pp | 73.1%+3.9pp | 60.3%+16.6pp |
| Annual return | 20.87% | 19.87%+1.0pp | 982.45%-961.6pp | 29.43%-8.6pp |
| Employer contribution / active EE | $738 | $2,491-70.4% | $2,574-71.3% | $2,241-67.1% |
| Participant deferral / active EE | $937 | $3,346-72.0% | $3,961-76.4% | $3,767-75.1% |
| Admin fee / account holder | $772 | $1,373-43.8% | $5,028-84.7% | $2,969-74.0% |