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 | $32,334 | $71,883-55.0% | $86,677-62.7% | $68,494-52.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.86% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $465 | $2,173-78.6% | $2,836-83.6% | $2,596-82.1% |
| Participant deferral / active EE | $3,605 | $3,779-4.6% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $2,488 | $6,112-59.3% | $7,493-66.8% | $5,403-54.0% |