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 8-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 | $20,722 | $51,197-59.5% | $82,719-74.9% | $66,914-69.0% |
| Participation rate | 97.1% | 67.8%+29.3pp | 72.6%+24.6pp | 69.8%+27.3pp |
| Annual return | -18.69% | -9.64%-9.1pp | 701.18%-719.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $4,948 | $2,611+89.5% | $3,009+64.4% | $2,544+94.5% |
| Participant deferral / active EE | $7,047 | $3,458+103.8% | $4,395+60.4% | $4,237+66.3% |
| Admin fee / account holder | $526 | $416+26.7% | $5,329-90.1% | $593-11.3% |