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.)
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 | $55,300 | $60,892-9.2% | $82,389-32.9% | $84,808-34.8% |
| Participation rate | 89.7% | 63.3%+26.5pp | 69.5%+20.2pp | 68.3%+21.4pp |
| Annual return | 17.14% | 37.29%-20.2pp | 28.67%-11.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $238 | $1,779-86.6% | $2,517-90.5% | $2,631-90.9% |
| Participant deferral / active EE | $6,573 | $3,179+106.8% | $4,155+58.2% | $4,212+56.1% |
| Admin fee / account holder | $2,073 | $5,467-62.1% | $7,231-71.3% | $7,344-71.8% |