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 | $34,798 | $89,753-61.2% | $107,525-67.6% | $84,808-59.0% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $210 | $3,113-93.3% | $3,754-94.4% | $2,631-92.0% |
| Participant deferral / active EE | $3,991 | $4,056-1.6% | $5,116-22.0% | $4,212-5.2% |
| Admin fee / account holder | $5,046 | $7,222-30.1% | $8,919-43.4% | $7,344-31.3% |