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 | $47,994 | $75,923-36.8% | $102,423-53.1% | - |
| Participation rate | 79.8% | 71.4%+8.4pp | 76.5%+3.3pp | - |
| Annual return | 189.14% | 15.12%+174.0pp | 29.32%+159.8pp | - |
| Employer contribution / active EE | $141 | $2,206-93.6% | $3,023-95.3% | - |
| Participant deferral / active EE | $1,435 | $4,258-66.3% | $5,053-71.6% | - |
| Admin fee / account holder | $36,782 | $11,449+221.3% | $9,451+289.2% | - |