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.
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 | $30,959 | $100,923-69.3% | $150,045-79.4% | $74,304-58.3% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.3%-3.0pp | 60.3%+19.0pp |
| Annual return | 16.21% | 51.77%-35.6pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $508 | $3,463-85.3% | $4,693-89.2% | $2,241-77.3% |
| Participant deferral / active EE | $1,955 | $6,709-70.9% | $7,997-75.6% | $3,767-48.1% |
| Admin fee / account holder | $977 | $2,767-64.7% | $13,435-92.7% | $2,969-67.1% |