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.
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 | $20,281 | $69,362-70.8% | $101,248-80.0% | $73,488-72.4% |
| Participation rate | 83.3% | 68.4%+14.9pp | 75.8%+7.5pp | 70.7%+12.7pp |
| Annual return | 13.23% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $278 | $2,628-89.4% | $3,660-92.4% | $2,270-87.8% |
| Participant deferral / active EE | $2,056 | $3,300-37.7% | $4,370-53.0% | $3,740-45.0% |
| Admin fee / account holder | $317 | $704-54.9% | $5,945-94.7% | $513-38.2% |