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.)
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 | $29,694 | $74,927-60.4% | $101,794-70.8% | $84,808-65.0% |
| Participation rate | 94.5% | 61.4%+33.1pp | 69.2%+25.3pp | 68.3%+26.2pp |
| Annual return | 18.31% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $293 | $1,522-80.8% | $2,289-87.2% | $2,631-88.9% |
| Participant deferral / active EE | $2,131 | $3,099-31.3% | $4,084-47.8% | $4,212-49.4% |
| Admin fee / account holder | $2,255 | $6,514-65.4% | $8,777-74.3% | $7,344-69.3% |