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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,513 | $69,763-90.7% | $67,502-90.4% | $74,495-91.3% |
| Participation rate | 98.3% | 71.4%+27.0pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 9.77% | -40.34%+50.1pp | 3512.12%-3502.3pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,280 | $2,704-52.7% | $2,731-53.1% | $2,623-51.2% |
| Participant deferral / active EE | $817 | $3,636-77.5% | $4,000-79.6% | $4,346-81.2% |
| Admin fee / account holder | $1,415 | $896+58.0% | $3,998-64.6% | $1,942-27.1% |