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 | $34,725 | $78,422-55.7% | $95,952-63.8% | $79,858-56.5% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.8pp |
| Annual return | 4.56% | 19.37%-14.8pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $610 | $1,945-68.6% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $1,785 | $3,440-48.1% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $367 | $5,622-93.5% | $6,795-94.6% | $5,306-93.1% |