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 | $47,626 | $89,355-46.7% | $141,162-66.3% | $72,985-34.7% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 18.15% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.9pp |
| Employer contribution / active EE | $7,420 | $3,114+138.2% | $4,735+56.7% | $2,440+204.1% |
| Participant deferral / active EE | $5,694 | $5,418+5.1% | $6,709-15.1% | $3,607+57.8% |
| Admin fee / account holder | $1,485 | $5,958-75.1% | $10,261-85.5% | $5,124-71.0% |