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 10-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.
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 | $48,621 | $122,239-60.2% | $184,203-73.6% | $74,495-34.7% |
| Participation rate | 70.5% | 85.5%-15.0pp | 86.8%-16.3pp | 67.2%+3.3pp |
| Annual return | 16.47% | 19.95%-3.5pp | 28.81%-12.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,031 | $4,537-77.3% | $6,427-84.0% | $2,623-60.7% |
| Participant deferral / active EE | $3,598 | $7,139-49.6% | $9,131-60.6% | $4,346-17.2% |
| Admin fee / account holder | $5,991 | $1,260+375.6% | $13,901-56.9% | $1,942+208.6% |