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.
Participant 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 | $42,206 | $60,165-29.9% | $74,183-43.1% | $55,167-23.5% |
| Participation rate | 99.1% | 74.2%+24.9pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 7.79% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,252 | $1,600+40.8% | $2,370-5.0% | $1,963+14.8% |
| Participant deferral / active EE | $969 | $2,973-67.4% | $3,550-72.7% | $3,054-68.3% |
| Admin fee / account holder | $1,925 | $419+359.2% | $5,586-65.5% | $504+282.1% |