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.
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 | $2,297 | $56,317-95.9% | $71,209-96.8% | $74,304-96.9% |
| Participation rate | 80.7% | 55.1%+25.5pp | 73.8%+6.9pp | 60.3%+20.3pp |
| Annual return | 11.18% | 42.83%-31.7pp | 282.51%-271.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,430 | $2,160+12.5% | $2,721-10.7% | $2,241+8.4% |
| Participant deferral / active EE | $1,044 | $2,788-62.6% | $4,175-75.0% | $3,767-72.3% |
| Admin fee / account holder | $1,057 | $2,290-53.8% | $5,349-80.2% | $2,969-64.4% |