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 | $41,971 | $66,098-36.5% | $101,794-58.8% | $74,304-43.5% |
| Participation rate | 78.4% | 53.8%+24.7pp | 69.2%+9.2pp | 60.3%+18.1pp |
| Annual return | 16.60% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,309 | $2,781-17.0% | $4,084-43.5% | $3,767-38.7% |
| Admin fee / account holder | $2,029 | $4,146-51.0% | $8,777-76.9% | $2,969-31.6% |