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 | $28,645 | $72,277-60.4% | $101,248-71.7% | $79,858-64.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.64% | 22.30%-17.7pp | 46.47%-41.8pp | 31.71%-27.1pp |
| Employer contribution / active EE | $5,729 | $2,692+112.9% | $3,660+56.6% | $2,471+131.9% |
| Participant deferral / active EE | $1,515 | $3,282-53.8% | $4,370-65.3% | $3,740-59.5% |
| Admin fee / account holder | $782 | $4,400-82.2% | $5,945-86.9% | $5,306-85.3% |