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 | $2,995 | $61,774-95.2% | $97,226-96.9% | $80,856-96.3% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.7%+5.1pp | 67.6%+10.1pp |
| Annual return | 8.78% | -557.90%+566.7pp | 75.13%-66.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $450 | $1,837-75.5% | $2,729-83.5% | $2,755-83.7% |
| Participant deferral / active EE | $997 | $3,029-67.1% | $4,264-76.6% | $4,296-76.8% |
| Admin fee / account holder | $664 | $5,166-87.2% | $5,654-88.3% | $6,918-90.4% |