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 9-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 | $74,673 | $58,926+26.7% | $97,226-23.2% | $74,495+0.2% |
| Participation rate | 89.0% | 63.5%+25.5pp | 72.7%+16.3pp | 67.2%+21.8pp |
| Annual return | 3.51% | 16.04%-12.5pp | 75.13%-71.6pp | 1364.94%-1361.4pp |
| Employer contribution / active EE | $4,010 | $1,894+111.7% | $2,729+47.0% | $2,623+52.9% |
| Participant deferral / active EE | $1,452 | $3,664-60.4% | $4,264-65.9% | $4,346-66.6% |
| Admin fee / account holder | $12,377 | $1,974+527.1% | $5,654+118.9% | $1,942+537.4% |