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 | $69,223 | $46,869+47.7% | $122,332-43.4% | $70,131-1.3% |
| Participation rate | 92.7% | 58.2%+34.5pp | 71.6%+21.1pp | 69.5%+23.2pp |
| Annual return | 10.70% | 24.22%-13.5pp | 30.27%-19.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $583 | $1,288-54.7% | $4,050-85.6% | $2,342-75.1% |
| Participant deferral / active EE | $3,205 | $2,166+47.9% | $3,287-2.5% | $3,332-3.8% |
| Admin fee / account holder | $3,082 | $3,322-7.2% | $5,478-43.7% | $4,645-33.6% |