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 9-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.
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 | $3,970 | $48,076-91.7% | $78,689-95.0% | $62,891-93.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.2pp | 69.3%+29.4pp |
| Annual return | 7.23% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,075 | $2,015-46.6% | $2,851-62.3% | $2,281-52.8% |
| Participant deferral / active EE | $601 | $2,588-76.8% | $3,517-82.9% | $3,203-81.2% |
| Admin fee / account holder | $858 | $3,207-73.3% | $4,510-81.0% | $4,296-80.0% |