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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,292 | $125,758-58.4% | $169,993-69.2% | $75,163-30.4% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 6.26% | 27.20%-20.9pp | 53.37%-47.1pp | 160.62%-154.4pp |
| Employer contribution / active EE | $1,189 | $4,615-74.2% | $6,785-82.5% | $2,670-55.5% |
| Participant deferral / active EE | $4,173 | $6,837-39.0% | $10,408-59.9% | $4,125+1.2% |
| Admin fee / account holder | $4,731 | $8,173-42.1% | $12,815-63.1% | $5,651-16.3% |