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 | $66,293 | $73,933-10.3% | $96,683-31.4% | $75,163-11.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.25% | 26.70%-9.5pp | 35.69%-18.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $8,960 | $2,928+206.0% | $3,737+139.8% | $2,670+235.6% |
| Participant deferral / active EE | $1,427 | $3,659-61.0% | $4,878-70.7% | $4,125-65.4% |
| Admin fee / account holder | $7,444 | $5,216+42.7% | $6,730+10.6% | $5,651+31.7% |