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 | $24,200 | $50,958-52.5% | $74,550-67.5% | $64,186-62.3% |
| Participation rate | 98.9% | 61.1%+37.8pp | 69.1%+29.7pp | 69.6%+29.3pp |
| Annual return | -8.36% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,584 | $1,115+42.0% | $1,961-19.2% | $2,381-33.5% |
| Participant deferral / active EE | $1,977 | $2,301-14.1% | $3,108-36.4% | $3,470-43.0% |
| Admin fee / account holder | $301 | $4,223-92.9% | $5,060-94.0% | $4,888-93.8% |