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 5-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.
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 | $52,795 | $84,556-37.6% | $116,228-54.6% | $74,304-28.9% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 800.22% | 18.35%+781.9pp | 90.06%+710.2pp | 29.43%+770.8pp |
| Employer contribution / active EE | $354 | $2,168-83.7% | $2,994-88.2% | $2,241-84.2% |
| Participant deferral / active EE | $591 | $3,814-84.5% | $4,953-88.1% | $3,767-84.3% |
| Admin fee / account holder | $520 | $3,792-86.3% | $11,989-95.7% | $2,969-82.5% |