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 4-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 | $9,123 | $73,867-87.6% | $143,757-93.7% | $68,494-86.7% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.3pp |
| Annual return | -33.02% | 1.01%-34.0pp | -0.04%-33.0pp | -7.84%-25.2pp |
| Employer contribution / active EE | $2,338 | $3,184-26.6% | $4,951-52.8% | $2,596-9.9% |
| Participant deferral / active EE | $4,230 | $3,384+25.0% | $5,637-25.0% | $4,027+5.0% |
| Admin fee / account holder | $660 | $5,755-88.5% | $14,673-95.5% | $5,403-87.8% |