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 | $25,965 | $58,577-55.7% | $83,333-68.8% | $64,186-59.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -11.27% | 9.65%-20.9pp | 10.63%-21.9pp | 7.63%-18.9pp |
| Employer contribution / active EE | $484 | $2,098-76.9% | $3,379-85.7% | $2,381-79.7% |
| Participant deferral / active EE | $8,980 | $4,654+93.0% | $5,565+61.4% | $3,470+158.8% |
| Admin fee / account holder | $1,122 | $9,275-87.9% | $7,510-85.1% | $4,888-77.0% |