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 | $54,147 | $77,314-30.0% | $177,989-69.6% | $80,856-33.0% |
| Participation rate | 90.2% | 65.7%+24.5pp | 77.1%+13.1pp | 67.6%+22.6pp |
| Annual return | 6.82% | 18.09%-11.3pp | 294.48%-287.7pp | 35.59%-28.8pp |
| Employer contribution / active EE | $6,762 | $2,292+195.0% | $3,949+71.2% | $2,755+145.4% |
| Participant deferral / active EE | $4,566 | $4,411+3.5% | $6,276-27.2% | $4,296+6.3% |
| Admin fee / account holder | $539 | $7,191-92.5% | $10,363-94.8% | $6,918-92.2% |