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 | $22,381 | $57,354-61.0% | $83,848-73.3% | $64,186-65.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.47% | 11.38%-3.9pp | 850.88%-843.4pp | 7.63%-0.2pp |
| Employer contribution / active EE | $5,198 | $2,545+104.2% | $3,631+43.2% | $2,381+118.3% |
| Participant deferral / active EE | $954 | $2,993-68.1% | $4,082-76.6% | $3,470-72.5% |
| Admin fee / account holder | $419 | $4,046-89.6% | $5,478-92.3% | $4,888-91.4% |