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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,285 | $67,984-92.2% | $65,493-91.9% | $74,304-92.9% |
| Participation rate | 71.3% | 66.3%+5.0pp | 73.1%-1.8pp | 60.3%+11.0pp |
| Annual return | 11.54% | 19.87%-8.3pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $465 | $2,491-81.3% | $2,574-81.9% | $2,241-79.3% |
| Participant deferral / active EE | $430 | $3,346-87.1% | $3,961-89.1% | $3,767-88.6% |
| Admin fee / account holder | $1,186 | $1,373-13.6% | $5,028-76.4% | $2,969-60.1% |