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.)
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 | $26,477 | $52,406-49.5% | $129,207-79.5% | $74,495-64.5% |
| Participation rate | 92.9% | 53.8%+39.1pp | 69.6%+23.2pp | 67.2%+25.7pp |
| Annual return | 9.17% | 15.66%-6.5pp | 9417.33%-9408.2pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $338 | $1,531-77.9% | $4,153-91.9% | $2,623-87.1% |
| Participant deferral / active EE | $2,180 | $2,794-22.0% | $4,168-47.7% | $4,346-49.8% |
| Admin fee / account holder | $1,542 | $2,633-41.4% | $7,715-80.0% | $1,942-20.6% |