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 3-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 | $2,831 | $16,790-83.1% | $64,489-95.6% | $67,986-95.8% |
| Participation rate | 70.6% | 62.4%+8.2pp | 67.7%+2.9pp | 57.2%+13.4pp |
| Annual return | 23.07% | 30.55%-7.5pp | 55.03%-32.0pp | 31.67%-8.6pp |
| Employer contribution / active EE | $130 | $648-79.9% | $1,523-91.5% | $2,019-93.5% |
| Participant deferral / active EE | $1,186 | $1,510-21.5% | $2,778-57.3% | $3,358-64.7% |
| Admin fee / account holder | $527 | $1,690-68.8% | $4,260-87.6% | $3,203-83.5% |