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 | $16,325 | $88,634-81.6% | $101,326-83.9% | $74,304-78.0% |
| Participation rate | 73.2% | 76.9%-3.6pp | 81.5%-8.3pp | 60.3%+12.9pp |
| Annual return | 56.34% | 33.10%+23.2pp | 36.82%+19.5pp | 29.43%+26.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,387 | $7,322+28.2% | $7,994+17.4% | $3,767+149.2% |
| Admin fee / account holder | $1,941 | $2,425-20.0% | $11,185-82.6% | $2,969-34.6% |