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 | $73,712 | $89,753-17.9% | $107,525-31.4% | $84,808-13.1% |
| Participation rate | 93.9% | 68.1%+25.8pp | 75.1%+18.8pp | 68.3%+25.6pp |
| Annual return | 14.76% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $40 | $3,113-98.7% | $3,754-98.9% | $2,631-98.5% |
| Participant deferral / active EE | $12,968 | $4,056+219.7% | $5,116+153.5% | $4,212+207.9% |
| Admin fee / account holder | $4,813 | $7,222-33.4% | $8,919-46.0% | $7,344-34.5% |