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 | $146,267-90.0% | $197,124-92.6% | $82,448-82.2% |
| Participation rate | 94.8% | 84.0%+10.8pp | 86.7%+8.1pp | 68.1%+26.8pp |
| Annual return | 26.59% | 29.61%-3.0pp | 44.34%-17.8pp | 41.64%-15.0pp |
| Employer contribution / active EE | $538 | $4,723-88.6% | $6,227-91.4% | $2,551-78.9% |
| Participant deferral / active EE | $4,561 | $7,035-35.2% | $9,135-50.1% | $4,139+10.2% |
| Admin fee / account holder | $1,462 | $14,422-89.9% | $16,298-91.0% | $7,234-79.8% |