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 | $40,435 | $57,354-29.5% | $83,848-51.8% | $64,186-37.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.62% | 11.38%-2.8pp | 850.88%-842.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $4,857 | $2,545+90.8% | $3,631+33.8% | $2,381+104.0% |
| Participant deferral / active EE | $335 | $2,993-88.8% | $4,082-91.8% | $3,470-90.3% |
| Admin fee / account holder | $618 | $4,046-84.7% | $5,478-88.7% | $4,888-87.4% |