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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,835 | $54,573+46.3% | $90,951-12.2% | $73,488+8.6% |
| Participation rate | 77.8% | 61.2%+16.6pp | 69.0%+8.8pp | 70.7%+7.1pp |
| Annual return | 18.94% | 16.69%+2.3pp | 134.60%-115.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $825 | $991-16.8% | $2,122-61.1% | $2,270-63.6% |
| Participant deferral / active EE | $4,337 | $2,517+72.3% | $3,373+28.6% | $3,740+16.0% |
| Admin fee / account holder | $308 | $521-41.0% | $5,959-94.8% | $513-40.0% |