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 | $2,161 | $93,170-97.7% | $100,534-97.9% | $84,808-97.5% |
| Participation rate | 97.6% | 75.8%+21.7pp | 80.6%+16.9pp | 68.3%+29.2pp |
| Annual return | 17.49% | 47.13%-29.6pp | 32.66%-15.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,858 | $5,699-32.3% | $6,144-37.2% | $4,212-8.4% |
| Admin fee / account holder | $376 | $7,382-94.9% | $7,654-95.1% | $7,344-94.9% |