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 | $56,061 | $52,953+5.9% | $172,739-67.5% | $65,185-14.0% |
| Participation rate | 88.2% | 66.2%+22.0pp | 82.6%+5.6pp | 70.2%+18.0pp |
| Annual return | 3.68% | 30.12%-26.4pp | 802.84%-799.2pp | 29.38%-25.7pp |
| Employer contribution / active EE | $1,889 | $2,190-13.7% | $5,143-63.3% | $2,177-13.2% |
| Participant deferral / active EE | $2,366 | $2,471-4.2% | $5,198-54.5% | $3,514-32.7% |
| Admin fee / account holder | $2,912 | $472+517.0% | $13,954-79.1% | $847+243.8% |