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 | $121,578 | $57,281+112.2% | $86,612+40.4% | $75,163+61.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 10.77% | 2670.75%-2660.0pp | 591.07%-580.3pp | 160.62%-149.8pp |
| Employer contribution / active EE | $3,636 | $2,314+57.1% | $3,022+20.3% | $2,670+36.2% |
| Participant deferral / active EE | $6,181 | $3,318+86.3% | $4,438+39.3% | $4,125+49.8% |
| Admin fee / account holder | $10,875 | $4,112+164.5% | $5,614+93.7% | $5,651+92.4% |