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 8-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 | $31,914 | $78,422-59.3% | $95,952-66.7% | $79,858-60.0% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 17.79% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $210 | $1,945-89.2% | $2,541-91.7% | $2,471-91.5% |
| Participant deferral / active EE | $5,862 | $3,440+70.4% | $4,167+40.7% | $3,740+56.7% |
| Admin fee / account holder | $1,764 | $5,622-68.6% | $6,795-74.0% | $5,306-66.8% |