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 10-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 | $22,074 | $101,724-78.3% | $164,813-86.6% | $80,856-72.7% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.8pp |
| Annual return | 8.28% | 16.72%-8.4pp | 69.93%-61.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $6,266 | $2,953+112.2% | $4,341+44.4% | $2,755+127.5% |
| Participant deferral / active EE | $2,139 | $4,477-52.2% | $6,031-64.5% | $4,296-50.2% |
| Admin fee / account holder | $3,294 | $8,227-60.0% | $12,690-74.0% | $6,918-52.4% |