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 4-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.
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 | $1,585 | $63,904-97.5% | $89,340-98.2% | $67,986-97.7% |
| Participation rate | 91.3% | 54.3%+37.0pp | 69.6%+21.7pp | 57.2%+34.1pp |
| Annual return | 15.65% | 18.09%-2.4pp | 20.57%-4.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $234 | $1,627-85.6% | $2,231-89.5% | $2,019-88.4% |
| Participant deferral / active EE | $661 | $2,691-75.4% | $3,823-82.7% | $3,358-80.3% |
| Admin fee / account holder | $354 | $3,315-89.3% | $6,704-94.7% | $3,203-89.0% |