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 | $19,165 | $30,400-37.0% | $53,898-64.4% | $84,808-77.4% |
| Participation rate | 94.3% | 46.4%+47.9pp | 55.0%+39.4pp | 68.3%+26.0pp |
| Annual return | 14.06% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,206 | $603+100.1% | $932+29.4% | $2,631-54.2% |
| Participant deferral / active EE | $1,628 | $1,199+35.9% | $1,826-10.8% | $4,212-61.3% |
| Admin fee / account holder | $803 | $1,993-59.7% | $2,491-67.8% | $7,344-89.1% |