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 | $44,620 | $137,414-67.5% | $189,513-76.5% | $85,850-48.0% |
| Participation rate | 92.2% | 84.6%+7.6pp | 87.8%+4.4pp | 69.3%+22.9pp |
| Annual return | 21.74% | 38.14%-16.4pp | 555.15%-533.4pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,290 | $4,344-70.3% | $6,162-79.1% | $2,565-49.7% |
| Participant deferral / active EE | $2,645 | $6,260-57.7% | $8,221-67.8% | $3,952-33.1% |
| Admin fee / account holder | $1,060 | $8,630-87.7% | $12,045-91.2% | $6,260-83.1% |