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 8-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 | $39,168 | $91,407-57.2% | $135,903-71.2% | $71,457-45.2% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.1pp |
| Annual return | 9.95% | 29.90%-19.9pp | 68.23%-58.3pp | 28.85%-18.9pp |
| Employer contribution / active EE | $2,797 | $3,703-24.5% | $4,856-42.4% | $2,588+8.1% |
| Participant deferral / active EE | $6,084 | $7,092-14.2% | $7,758-21.6% | $4,289+41.9% |
| Admin fee / account holder | $3,029 | $1,266+139.3% | $10,762-71.9% | $1,587+90.8% |