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 7-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.
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 | $16,512 | $109,359-84.9% | $162,163-89.8% | $72,985-77.4% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 74.07% | 25.46%+48.6pp | 115.59%-41.5pp | 81.00%-6.9pp |
| Employer contribution / active EE | $178 | $3,907-95.4% | $5,614-96.8% | $2,440-92.7% |
| Participant deferral / active EE | $7,000 | $5,481+27.7% | $7,298-4.1% | $3,607+94.1% |
| Admin fee / account holder | $538 | $7,972-93.2% | $10,843-95.0% | $5,124-89.5% |