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 | $40,891 | $78,705-48.0% | $117,854-65.3% | $70,131-41.7% |
| Participation rate | 94.4% | 73.2%+21.3pp | 79.7%+14.8pp | 69.5%+24.9pp |
| Annual return | 10.69% | 23.30%-12.6pp | 335.08%-324.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,417 | $2,223-36.3% | $3,786-62.6% | $2,342-39.5% |
| Participant deferral / active EE | $2,173 | $3,297-34.1% | $4,482-51.5% | $3,332-34.8% |
| Admin fee / account holder | $2,498 | $5,065-50.7% | $8,020-68.9% | $4,645-46.2% |