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 | $94,037 | $72,277+30.1% | $101,248-7.1% | $79,858+17.8% |
| Participation rate | 90.8% | 68.5%+22.3pp | 75.8%+15.0pp | 69.6%+21.1pp |
| Annual return | 15.40% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $22,964 | $2,692+753.2% | $3,660+527.5% | $2,471+829.4% |
| Participant deferral / active EE | $332 | $3,282-89.9% | $4,370-92.4% | $3,740-91.1% |
| Admin fee / account holder | $4,923 | $4,400+11.9% | $5,945-17.2% | $5,306-7.2% |