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 | $35,245 | $104,475-66.3% | $159,436-77.9% | $79,386-55.6% |
| Participation rate | 82.6% | 76.6%+6.0pp | 82.8%-0.2pp | 70.7%+11.9pp |
| Annual return | 97.79% | 67.95%+29.8pp | 263.57%-165.8pp | 116.85%-19.1pp |
| Employer contribution / active EE | $79 | $3,417-97.7% | $4,829-98.4% | $2,427-96.7% |
| Participant deferral / active EE | $7,975 | $6,467+23.3% | $7,352+8.5% | $4,046+97.1% |
| Admin fee / account holder | $462 | $711-35.0% | $10,799-95.7% | $626-26.2% |