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 8-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 | $38,273 | $65,376-41.5% | $87,100-56.1% | $65,185-41.3% |
| Participation rate | 82.1% | 75.3%+6.7pp | 76.9%+5.2pp | 70.2%+11.9pp |
| Annual return | 19.06% | 31.27%-12.2pp | 28.19%-9.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,384 | $3,388-29.6% | $4,049-41.1% | $3,514-32.1% |
| Admin fee / account holder | $2,415 | $520+364.7% | $7,497-67.8% | $847+185.1% |