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.
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 | $14,641 | $148,978-90.2% | $200,582-92.7% | $84,808-82.7% |
| Participation rate | 94.8% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.5pp |
| Annual return | 26.59% | 28.16%-1.6pp | 42.33%-15.7pp | 40.90%-14.3pp |
| Employer contribution / active EE | $538 | $4,815-88.8% | $6,419-91.6% | $2,631-79.6% |
| Participant deferral / active EE | $4,561 | $7,142-36.1% | $9,331-51.1% | $4,212+8.3% |
| Admin fee / account holder | $1,462 | $13,977-89.5% | $16,305-91.0% | $7,344-80.1% |