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 | $26,783 | $46,553-42.5% | $64,056-58.2% | $75,163-64.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.73% | 26.03%-17.3pp | 33.69%-25.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $2,843 | $1,974+44.0% | $2,747+3.5% | $2,670+6.5% |
| Participant deferral / active EE | $3,107 | $2,837+9.5% | $3,880-19.9% | $4,125-24.7% |
| Admin fee / account holder | $2,609 | $2,952-11.6% | $3,068-15.0% | $5,651-53.8% |