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 9-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 | $58,855 | $146,267-59.8% | $197,124-70.1% | $82,448-28.6% |
| Participation rate | 95.7% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.6pp |
| Annual return | 21.11% | 29.61%-8.5pp | 44.34%-23.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,263 | $4,723-73.3% | $6,227-79.7% | $2,551-50.5% |
| Participant deferral / active EE | $6,988 | $7,035-0.7% | $9,135-23.5% | $4,139+68.8% |
| Admin fee / account holder | $588 | $14,422-95.9% | $16,298-96.4% | $7,234-91.9% |