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 | $47,105-95.1% | $68,368-96.6% | $67,986-96.6% |
| Participation rate | 80.7% | 51.8%+28.9pp | 73.8%+6.9pp | 57.2%+23.5pp |
| Annual return | 11.18% | 48.37%-37.2pp | 292.57%-281.4pp | 31.67%-20.5pp |
| Employer contribution / active EE | $2,430 | $1,859+30.7% | $2,649-8.3% | $2,019+20.4% |
| Participant deferral / active EE | $1,044 | $2,374-56.0% | $4,123-74.7% | $3,358-68.9% |
| Admin fee / account holder | $1,057 | $2,435-56.6% | $5,150-79.5% | $3,203-67.0% |