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.
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 | $19,989 | $89,355-77.6% | $141,162-85.8% | $72,985-72.6% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 18.57% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,136 | $3,114-63.5% | $4,735-76.0% | $2,440-53.4% |
| Participant deferral / active EE | $3,264 | $5,418-39.8% | $6,709-51.4% | $3,607-9.5% |
| Admin fee / account holder | $1,151 | $5,958-80.7% | $10,261-88.8% | $5,124-77.5% |