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 3-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 | $6,066 | $62,127-90.2% | $81,382-92.5% | $74,495-91.9% |
| Participation rate | 70.0% | 64.0%+6.0pp | 69.5%+0.5pp | 67.2%+2.8pp |
| Annual return | 18.25% | 16.48%+1.8pp | 24.73%-6.5pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $603 | $1,882-68.0% | $2,463-75.5% | $2,623-77.0% |
| Participant deferral / active EE | $1,166 | $3,229-63.9% | $3,883-70.0% | $4,346-73.2% |
| Admin fee / account holder | $346 | $1,934-82.1% | $5,768-94.0% | $1,942-82.2% |