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.
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 | $75,848 | $98,750-23.2% | $149,696-49.3% | $79,858-5.0% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 11.76% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,459 | $3,216+7.5% | $4,644-25.5% | $2,471+40.0% |
| Participant deferral / active EE | $5,686 | $5,680+0.1% | $6,842-16.9% | $3,740+52.0% |
| Admin fee / account holder | $10,465 | $6,053+72.9% | $9,309+12.4% | $5,306+97.2% |