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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,294 | $150,818-98.5% | $69,647-96.7% | - |
| Participation rate | 80.8% | 67.3%+13.5pp | 66.5%+14.4pp | - |
| Annual return | 14.25% | 14.05%+0.2pp | 100.48%-86.2pp | - |
| Employer contribution / active EE | $327 | $2,537-87.1% | $1,712-80.9% | - |
| Participant deferral / active EE | $855 | $4,233-79.8% | $2,886-70.4% | - |
| Admin fee / account holder | $403 | $25,214-98.4% | $4,713-91.4% | - |