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.)
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 | $25,067 | $80,753-69.0% | $136,294-81.6% | $62,292-59.8% |
| Participation rate | 70.2% | 73.5%-3.3pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 18.80% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $231 | $2,884-92.0% | $4,695-95.1% | $2,042-88.7% |
| Participant deferral / active EE | $1,236 | $5,164-76.1% | $6,247-80.2% | $3,169-61.0% |
| Admin fee / account holder | $1,682 | $525+220.1% | $9,243-81.8% | $479+250.8% |