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 5-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 | $25,402 | $81,248-68.7% | $155,509-83.7% | $80,856-68.6% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 11.71% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,388 | $3,100-23.0% | $4,672-48.9% | $2,755-13.3% |
| Participant deferral / active EE | $718 | $3,452-79.2% | $5,626-87.2% | $4,296-83.3% |
| Admin fee / account holder | $3,011 | $7,997-62.3% | $15,912-81.1% | $6,918-56.5% |