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 | $16,145 | $49,177-67.2% | $79,464-79.7% | $64,186-74.8% |
| Participation rate | 94.8% | 65.0%+29.8pp | 73.3%+21.5pp | 69.6%+25.2pp |
| Annual return | -11.86% | -1.16%-10.7pp | 718.14%-730.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $2,062 | $2,076-0.7% | $2,800-26.4% | $2,381-13.4% |
| Participant deferral / active EE | $3,978 | $2,821+41.0% | $3,704+7.4% | $3,470+14.6% |
| Admin fee / account holder | $489 | $3,839-87.3% | $5,113-90.4% | $4,888-90.0% |