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 | $4,951 | $51,821-90.4% | $93,606-94.7% | - |
| Participation rate | 75.8% | 67.7%+8.1pp | 68.7%+7.0pp | - |
| Annual return | 27.68% | 11.30%+16.4pp | 133.20%-105.5pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,420-100.0% | - |
| Participant deferral / active EE | $3,199 | $3,260-1.9% | $4,411-27.5% | - |
| Admin fee / account holder | $520 | $4,565-88.6% | $8,285-93.7% | - |