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 | $20,557 | $57,281-64.1% | $86,612-76.3% | $75,163-72.7% |
| Participation rate | 99.0% | 63.2%+35.8pp | 71.7%+27.3pp | 67.2%+31.8pp |
| Annual return | 10.07% | 2670.75%-2660.7pp | 591.07%-581.0pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,792 | $2,314-22.6% | $3,022-40.7% | $2,670-32.9% |
| Participant deferral / active EE | $1,530 | $3,318-53.9% | $4,438-65.5% | $4,125-62.9% |
| Admin fee / account holder | $1,233 | $4,112-70.0% | $5,614-78.0% | $5,651-78.2% |