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.)
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 | $51,563 | $77,813-33.7% | $123,544-58.3% | $64,186-19.7% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -0.08% | 12.48%-12.6pp | 119.20%-119.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | -$173 | $3,014-105.7% | $4,628-103.7% | $2,381-107.3% |
| Participant deferral / active EE | $3,031 | $5,240-42.2% | $6,426-52.8% | $3,470-12.6% |
| Admin fee / account holder | $1,426 | $5,519-74.2% | $9,284-84.6% | $4,888-70.8% |