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 | $3,899 | $79,184-95.1% | $102,438-96.2% | $74,546-94.8% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.2pp |
| Annual return | 11.92% | 54.95%-43.0pp | 29.37%-17.5pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $700 | $2,362-70.4% | $3,024-76.9% | $2,624-73.3% |
| Participant deferral / active EE | $1,653 | $4,414-62.5% | $5,054-67.3% | $4,347-62.0% |
| Admin fee / account holder | $1,731 | $2,001-13.5% | $9,448-81.7% | $1,944-10.9% |