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 | $7,311 | $89,652-91.8% | $141,162-94.8% | $65,185-88.8% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.7pp | 70.2%+24.9pp |
| Annual return | 98.72% | 32.79%+65.9pp | 71.39%+27.3pp | 29.38%+69.3pp |
| Employer contribution / active EE | $492 | $3,065-84.0% | $4,735-89.6% | $2,177-77.4% |
| Participant deferral / active EE | $3,200 | $5,691-43.8% | $6,709-52.3% | $3,514-8.9% |
| Admin fee / account holder | $314 | $569-44.8% | $10,261-96.9% | $847-62.9% |