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 | $156,722 | $95,803+63.6% | $113,168+38.5% | $84,808+84.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.19% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,187 | $2,360-7.3% | $2,975-26.5% | $2,631-16.9% |
| Participant deferral / active EE | $4,017 | $4,242-5.3% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $3,054 | $8,989-66.0% | $12,068-74.7% | $7,344-58.4% |