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.
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 | $21,092 | $71,192-70.4% | $117,854-82.1% | $62,292-66.1% |
| Participation rate | 90.3% | 74.2%+16.1pp | 79.7%+10.6pp | 69.5%+20.8pp |
| Annual return | 35.19% | 18.66%+16.5pp | 335.08%-299.9pp | 28.90%+6.3pp |
| Employer contribution / active EE | $997 | $1,934-48.4% | $3,786-73.7% | $2,042-51.2% |
| Participant deferral / active EE | $1,543 | $3,189-51.6% | $4,482-65.6% | $3,169-51.3% |
| Admin fee / account holder | $1,296 | $587+120.7% | $8,020-83.8% | $479+170.4% |