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.
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 | $19,405 | $63,346-69.4% | $92,233-79.0% | $70,131-72.3% |
| Participation rate | 71.6% | 68.7%+2.9pp | 76.5%-4.9pp | 69.5%+2.1pp |
| Annual return | 19.06% | 530.12%-511.1pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $7,803 | $2,471+215.8% | $3,679+112.1% | $2,342+233.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $900 | $3,840-76.6% | $5,194-82.7% | $4,645-80.6% |