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 5-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.)
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 | $2,132 | $58,208-96.3% | $81,812-97.4% | $80,856-97.4% |
| Participation rate | 98.8% | 63.4%+35.4pp | 72.3%+26.4pp | 67.6%+31.1pp |
| Annual return | 10.20% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $260 | $2,340-88.9% | $2,912-91.1% | $2,755-90.6% |
| Participant deferral / active EE | $787 | $3,281-76.0% | $4,319-81.8% | $4,296-81.7% |
| Admin fee / account holder | $832 | $4,981-83.3% | $7,386-88.7% | $6,918-88.0% |