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 | $26,312 | $85,202-69.1% | $172,739-84.8% | $72,985-63.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.27% | 27.32%-15.1pp | 802.84%-790.6pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,694 | $3,324-49.0% | $5,143-67.1% | $2,440-30.6% |
| Participant deferral / active EE | $2,457 | $3,260-24.6% | $5,198-52.7% | $3,607-31.9% |
| Admin fee / account holder | $1,883 | $5,884-68.0% | $13,954-86.5% | $5,124-63.2% |