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 | $37,296 | $93,571-60.1% | $135,903-72.6% | $75,163-50.4% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $357 | $3,537-89.9% | $4,856-92.6% | $2,670-86.6% |
| Participant deferral / active EE | $4,232 | $6,404-33.9% | $7,758-45.4% | $4,125+2.6% |
| Admin fee / account holder | $2,333 | $6,975-66.5% | $10,762-78.3% | $5,651-58.7% |