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 7-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 | $38,934 | $70,475-44.8% | $100,516-61.3% | $79,858-51.2% |
| Participation rate | 92.6% | 73.7%+19.0pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 29.35% | 21.90%+7.5pp | 30.89%-1.5pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,300 | $5,181+137.4% | $6,270+96.2% | $3,740+228.9% |
| Admin fee / account holder | $1,631 | $4,478-63.6% | $8,081-79.8% | $5,306-69.3% |