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 | $34,433 | $79,944-56.9% | $98,439-65.0% | $75,163-54.2% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 12.55% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,573 | $2,264-30.5% | $3,048-48.4% | $2,670-41.1% |
| Participant deferral / active EE | $2,875 | $3,752-23.4% | $4,738-39.3% | $4,125-30.3% |
| Admin fee / account holder | $750 | $6,840-89.0% | $8,948-91.6% | $5,651-86.7% |