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.)
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 | $29,424 | $62,586-53.0% | $76,768-61.7% | $64,186-54.2% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -0.27% | -1.95%+1.7pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,356 | $1,832-26.0% | $2,485-45.4% | $2,381-43.0% |
| Participant deferral / active EE | $1,301 | $3,145-58.6% | $3,852-66.2% | $3,470-62.5% |
| Admin fee / account holder | $1,489 | $4,667-68.1% | $6,675-77.7% | $4,888-69.5% |