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 | $37,045 | $101,317-63.4% | $146,958-74.8% | $74,495-50.3% |
| Participation rate | 71.1% | 75.5%-4.5pp | 82.2%-11.1pp | 67.2%+3.9pp |
| Annual return | 58.97% | 8730.91%-8671.9pp | 418.34%-359.4pp | 1364.94%-1306.0pp |
| Employer contribution / active EE | $1,583 | $3,810-58.4% | $4,933-67.9% | $2,623-39.6% |
| Participant deferral / active EE | $3,106 | $7,303-57.5% | $8,070-61.5% | $4,346-28.5% |
| Admin fee / account holder | $2,469 | $1,739+42.0% | $12,998-81.0% | $1,942+27.2% |