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 7-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 | $18,403 | $82,664-77.7% | $125,339-85.3% | $68,494-73.1% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -15.02% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,257 | $6,110+67.9% | $7,446+37.8% | $4,027+154.7% |
| Admin fee / account holder | $3,139 | $6,275-50.0% | $10,010-68.6% | $5,403-41.9% |