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 3-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 | $27,068 | $79,013-65.7% | $100,391-73.0% | $74,495-63.7% |
| Participation rate | 90.7% | 79.5%+11.2pp | 81.5%+9.2pp | 67.2%+23.5pp |
| Annual return | 60.28% | 20.41%+39.9pp | 49.20%+11.1pp | 1364.94%-1304.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,508 | $7,760+35.4% | $8,082+30.0% | $4,346+141.8% |
| Admin fee / account holder | $629 | $1,320-52.3% | $7,899-92.0% | $1,942-67.6% |