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 | $82,879-80.3% | $96,576-83.1% | $67,986-76.0% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.4%-8.2pp | 57.2%+16.0pp |
| Annual return | 56.34% | 36.90%+19.4pp | 38.47%+17.9pp | 31.67%+24.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,387 | $6,976+34.6% | $7,956+18.0% | $3,358+179.5% |
| Admin fee / account holder | $1,941 | $2,783-30.3% | $11,381-82.9% | $3,203-39.4% |