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 | $35,231 | $122,239-71.2% | $184,203-80.9% | $74,495-52.7% |
| Participation rate | 71.5% | 85.5%-13.9pp | 86.8%-15.3pp | 67.2%+4.3pp |
| Annual return | 17.26% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,158 | $4,537-74.5% | $6,427-82.0% | $2,623-55.9% |
| Participant deferral / active EE | $4,412 | $7,139-38.2% | $9,131-51.7% | $4,346+1.5% |
| Admin fee / account holder | $2,079 | $1,260+65.1% | $13,901-85.0% | $1,942+7.1% |