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 | $24,366 | $81,233-70.0% | $155,567-84.3% | $80,874-69.9% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.0pp | 67.6%+22.6pp |
| Annual return | 12.88% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $283 | $3,101-90.9% | $4,674-93.9% | $2,756-89.7% |
| Participant deferral / active EE | $2,906 | $3,452-15.8% | $5,628-48.4% | $4,297-32.4% |
| Admin fee / account holder | $380 | $7,998-95.2% | $15,916-97.6% | $6,935-94.5% |