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.)
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 | $39,296 | $132,049-70.2% | $200,582-80.4% | $74,304-47.1% |
| Participation rate | 70.6% | 84.1%-13.4pp | 86.9%-16.2pp | 60.3%+10.3pp |
| Annual return | 12.66% | 22.22%-9.6pp | 42.33%-29.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,190 | $4,558-73.9% | $6,419-81.5% | $2,241-46.9% |
| Participant deferral / active EE | $2,688 | $7,213-62.7% | $9,331-71.2% | $3,767-28.6% |
| Admin fee / account holder | $3,853 | $2,405+60.2% | $16,305-76.4% | $2,969+29.8% |