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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,969 | $84,556-40.9% | $116,228-57.0% | $74,304-32.8% |
| Participation rate | 86.2% | 66.0%+20.2pp | 74.6%+11.7pp | 60.3%+25.9pp |
| Annual return | 11.32% | 18.35%-7.0pp | 90.06%-78.7pp | 29.43%-18.1pp |
| Employer contribution / active EE | $416 | $2,168-80.8% | $2,994-86.1% | $2,241-81.4% |
| Participant deferral / active EE | $3,469 | $3,814-9.1% | $4,953-30.0% | $3,767-7.9% |
| Admin fee / account holder | $4,787 | $3,792+26.2% | $11,989-60.1% | $2,969+61.2% |