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.
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 | $7,227 | $72,277-90.0% | $101,248-92.9% | $79,858-90.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.82% | 22.30%-21.5pp | 46.47%-45.7pp | 31.71%-30.9pp |
| Employer contribution / active EE | $3,001 | $2,692+11.5% | $3,660-18.0% | $2,471+21.5% |
| Participant deferral / active EE | $978 | $3,282-70.2% | $4,370-77.6% | $3,740-73.8% |
| Admin fee / account holder | $4,328 | $4,400-1.6% | $5,945-27.2% | $5,306-18.4% |