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 | $20,316-86.1% | $66,042-95.7% | $74,304-96.2% |
| Participation rate | 70.6% | 62.8%+7.8pp | 67.5%+3.1pp | 60.3%+10.2pp |
| Annual return | 23.07% | 28.10%-5.0pp | 52.11%-29.0pp | 29.43%-6.4pp |
| Employer contribution / active EE | $130 | $745-82.5% | $1,579-91.8% | $2,241-94.2% |
| Participant deferral / active EE | $1,186 | $1,615-26.6% | $2,835-58.2% | $3,767-68.5% |
| Admin fee / account holder | $527 | $1,668-68.4% | $5,747-90.8% | $2,969-82.2% |