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 | $51,355 | $348,986-85.3% | $185,823-72.4% | - |
| Participation rate | 91.9% | 76.2%+15.8pp | 78.0%+13.9pp | - |
| Annual return | 23.13% | 9.09%+14.0pp | 35.95%-12.8pp | - |
| Employer contribution / active EE | $4,501 | $2,863+57.2% | $4,087+10.1% | - |
| Participant deferral / active EE | $3,865 | $5,378-28.1% | $5,632-31.4% | - |
| Admin fee / account holder | $1,841 | $28,026-93.4% | $9,500-80.6% | - |