Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $10,193 | $58,234-82.5% | $81,783-87.5% | $80,874-87.4% |
| Participation rate | 82.5% | 63.4%+19.0pp | 72.4%+10.1pp | 67.6%+14.8pp |
| Annual return | 9.91% | 41.70%-31.8pp | 775.05%-765.1pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,268 | $2,341-45.8% | $2,913-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $2,310 | $3,283-29.6% | $4,320-46.5% | $4,297-46.2% |
| Admin fee / account holder | $553 | $4,982-88.9% | $7,380-92.5% | $6,935-92.0% |