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 | $12,028 | $54,705-78.0% | $71,209-83.1% | $84,808-85.8% |
| Participation rate | 92.4% | 64.1%+28.3pp | 73.8%+18.6pp | 68.3%+24.1pp |
| Annual return | 13.41% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,318 | $2,158-38.9% | $2,721-51.5% | $2,631-49.9% |
| Participant deferral / active EE | $1,980 | $3,030-34.7% | $4,175-52.6% | $4,212-53.0% |
| Admin fee / account holder | $2,138 | $4,863-56.0% | $5,349-60.0% | $7,344-70.9% |