Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $65,246-35.7% | $98,716-57.5% | $67,986-38.3% |
| Participation rate | 78.4% | 51.4%+27.0pp | 69.3%+9.1pp | 57.2%+21.2pp |
| Annual return | 16.60% | 20.58%-4.0pp | 31.81%-15.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,309 | $2,594-11.0% | $4,048-43.0% | $3,358-31.3% |
| Admin fee / account holder | $2,029 | $4,561-55.5% | $8,703-76.7% | $3,203-36.6% |