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 5-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.
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 | $3,591 | $84,487-95.7% | $125,339-97.1% | $66,914-94.6% |
| Participation rate | 98.1% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -23.64% | -8.39%-15.2pp | 572.05%-595.7pp | 1.58%-25.2pp |
| Employer contribution / active EE | $1,141 | $3,553-67.9% | $4,814-76.3% | $2,544-55.1% |
| Participant deferral / active EE | $1,479 | $6,781-78.2% | $7,446-80.1% | $4,237-65.1% |
| Admin fee / account holder | $432 | $685-36.9% | $10,010-95.7% | $593-27.2% |