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.
Participant 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 | $31,726 | $89,652-64.6% | $141,162-77.5% | $65,185-51.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 16.89% | 32.79%-15.9pp | 71.39%-54.5pp | 29.38%-12.5pp |
| Employer contribution / active EE | $4,845 | $3,065+58.1% | $4,735+2.3% | $2,177+122.6% |
| Participant deferral / active EE | $1,993 | $5,691-65.0% | $6,709-70.3% | $3,514-43.3% |
| Admin fee / account holder | $5,036 | $569+785.8% | $10,261-50.9% | $847+494.5% |