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 | $46,882 | $76,552-38.8% | $123,892-62.2% | $62,891-25.5% |
| Participation rate | 88.0% | 73.0%+15.1pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 5.48% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,994 | $2,883-30.8% | $4,617-56.8% | $2,281-12.6% |
| Participant deferral / active EE | $5,468 | $4,840+13.0% | $5,984-8.6% | $3,203+70.7% |
| Admin fee / account holder | $949 | $4,826-80.3% | $8,357-88.6% | $4,296-77.9% |