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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,683 | $99,985-87.3% | $146,665-91.4% | $85,850-85.2% |
| Participation rate | 89.4% | 73.1%+16.3pp | 80.1%+9.3pp | 69.3%+20.1pp |
| Annual return | 10.65% | 18.93%-8.3pp | 22.74%-12.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $396 | $2,559-84.5% | $4,136-90.4% | $2,565-84.6% |
| Participant deferral / active EE | $2,390 | $4,006-40.3% | $5,506-56.6% | $3,952-39.5% |
| Admin fee / account holder | $1,602 | $7,702-79.2% | $10,280-84.4% | $6,260-74.4% |