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 | $88,672-51.0% | $105,223-58.7% | $82,448-47.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.34% | 30.86%-20.5pp | 180.65%-170.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $7,757 | $3,048+154.5% | $3,689+110.3% | $2,551+204.1% |
| Participant deferral / active EE | $2,786 | $4,036-31.0% | $5,072-45.1% | $4,139-32.7% |
| Admin fee / account holder | $10,618 | $7,146+48.6% | $8,859+19.9% | $7,234+46.8% |