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.)
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 | $31,691 | $78,705-59.7% | $117,854-73.1% | $70,131-54.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.79% | 23.30%-14.5pp | 335.08%-326.3pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,156 | $2,223-48.0% | $3,786-69.5% | $2,342-50.7% |
| Participant deferral / active EE | $1,207 | $3,297-63.4% | $4,482-73.1% | $3,332-63.8% |
| Admin fee / account holder | $970 | $5,065-80.9% | $8,020-87.9% | $4,645-79.1% |