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 | $22,116 | $91,190-75.7% | $178,490-87.6% | $79,858-72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.89% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $828 | $3,256-74.6% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $881 | $3,236-72.8% | $5,202-83.1% | $3,740-76.4% |
| Admin fee / account holder | $344 | $6,751-94.9% | $13,984-97.5% | $5,306-93.5% |