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 | $35,879 | $101,883-64.8% | $453,369-92.1% | $85,850-58.2% |
| Participation rate | 97.2% | 72.3%+24.9pp | 78.0%+19.2pp | 69.3%+27.9pp |
| Annual return | 9.73% | 25.38%-15.6pp | 64.40%-54.7pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,602 | $2,847-43.7% | $4,070-60.6% | $2,565-37.6% |
| Participant deferral / active EE | $4,856 | $4,782+1.6% | $6,209-21.8% | $3,952+22.9% |
| Admin fee / account holder | $9,630 | $5,706+68.8% | $11,209-14.1% | $6,260+53.8% |