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 | $36,148 | $80,968-55.4% | $96,544-62.6% | $75,163-51.9% |
| Participation rate | 81.6% | 71.8%+9.9pp | 76.0%+5.7pp | 67.2%+14.4pp |
| Annual return | 20.22% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,310 | $2,282+45.1% | $2,965+11.6% | $2,670+24.0% |
| Participant deferral / active EE | $1,609 | $3,928-59.0% | $4,851-66.8% | $4,125-61.0% |
| Admin fee / account holder | $1,268 | $6,724-81.1% | $8,252-84.6% | $5,651-77.6% |