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 | $16,628 | $100,923-83.5% | $150,045-88.9% | $74,304-77.6% |
| Participation rate | 71.7% | 70.1%+1.7pp | 82.3%-10.6pp | 60.3%+11.4pp |
| Annual return | 32.86% | 51.77%-18.9pp | 62.55%-29.7pp | 29.43%+3.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,116 | $6,709-8.8% | $7,997-23.5% | $3,767+62.3% |
| Admin fee / account holder | $2,672 | $2,767-3.4% | $13,435-80.1% | $2,969-10.0% |