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 | $10,917 | $51,638-78.9% | $68,368-84.0% | $82,448-86.8% |
| Participation rate | 86.3% | 63.6%+22.7pp | 73.8%+12.5pp | 68.1%+18.2pp |
| Annual return | 747.98% | 37.53%+710.4pp | 292.57%+455.4pp | 41.64%+706.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,270 | $2,914-56.4% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $533 | $4,643-88.5% | $5,150-89.6% | $7,234-92.6% |