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 | $9,598 | $86,944-89.0% | $107,525-91.1% | $74,304-87.1% |
| Participation rate | 88.4% | 59.6%+28.8pp | 75.1%+13.3pp | 60.3%+28.0pp |
| Annual return | 134.06% | 23.52%+110.5pp | 181.32%-47.3pp | 29.43%+104.6pp |
| Employer contribution / active EE | $666 | $2,757-75.8% | $3,754-82.3% | $2,241-70.3% |
| Participant deferral / active EE | $2,522 | $3,554-29.0% | $5,116-50.7% | $3,767-33.0% |
| Admin fee / account holder | $903 | $3,727-75.8% | $8,919-89.9% | $2,969-69.6% |