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 | $43,453 | $89,753-51.6% | $107,525-59.6% | $84,808-48.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.34% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $7,757 | $3,113+149.1% | $3,754+106.6% | $2,631+194.8% |
| Participant deferral / active EE | $2,786 | $4,056-31.3% | $5,116-45.5% | $4,212-33.8% |
| Admin fee / account holder | $10,618 | $7,222+47.0% | $8,919+19.1% | $7,344+44.6% |