Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $22,014 | $29,051-24.2% | $52,425-58.0% | $67,986-67.6% |
| Participation rate | 82.0% | 30.4%+51.6pp | 55.6%+26.4pp | 57.2%+24.8pp |
| Annual return | 10.46% | 24.00%-13.5pp | 302.12%-291.7pp | 31.67%-21.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,677 | $873+92.1% | $1,790-6.3% | $3,358-50.1% |
| Admin fee / account holder | $1,404 | $2,113-33.6% | $2,495-43.7% | $3,203-56.2% |