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 | $148,978-60.5% | $200,582-70.7% | $84,808-30.6% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 21.11% | 28.16%-7.1pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,263 | $4,815-73.8% | $6,419-80.3% | $2,631-52.0% |
| Participant deferral / active EE | $6,988 | $7,142-2.2% | $9,331-25.1% | $4,212+65.9% |
| Admin fee / account holder | $588 | $13,977-95.8% | $16,305-96.4% | $7,344-92.0% |