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 5-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 | $23,452 | $78,976-70.3% | $100,383-76.6% | $74,546-68.5% |
| Participation rate | 83.5% | 79.5%+4.1pp | 81.5%+2.0pp | 67.2%+16.3pp |
| Annual return | 56.56% | 20.62%+35.9pp | 49.26%+7.3pp | 1366.03%-1309.5pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,278 | $7,758-19.1% | $8,086-22.4% | $4,347+44.4% |
| Admin fee / account holder | $646 | $1,330-51.4% | $7,900-91.8% | $1,944-66.8% |