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.
Employer 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 | $28,173 | $94,625-70.2% | $116,228-75.8% | $84,808-66.8% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 12.48% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $584 | $2,347-75.1% | $2,994-80.5% | $2,631-77.8% |
| Participant deferral / active EE | $2,361 | $3,972-40.6% | $4,953-52.3% | $4,212-43.9% |
| Admin fee / account holder | $5,967 | $10,091-40.9% | $11,989-50.2% | $7,344-18.7% |