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 | $26,871 | $81,625-67.1% | $167,512-84.0% | $74,304-63.8% |
| Participation rate | 92.0% | 60.0%+32.0pp | 77.1%+15.0pp | 60.3%+31.7pp |
| Annual return | 9.82% | 26.09%-16.3pp | 1615.79%-1606.0pp | 29.43%-19.6pp |
| Employer contribution / active EE | $2,022 | $2,010+0.6% | $3,882-47.9% | $2,241-9.8% |
| Participant deferral / active EE | $2,844 | $4,115-30.9% | $6,405-55.6% | $3,767-24.5% |
| Admin fee / account holder | $2,221 | $3,474-36.1% | $9,769-77.3% | $2,969-25.2% |