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 3-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 | $38,034 | $49,915-23.8% | $154,803-75.4% | $74,304-48.8% |
| Participation rate | 80.0% | 54.0%+26.0pp | 78.1%+1.9pp | 60.3%+19.7pp |
| Annual return | 10.92% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $610 | $1,611-62.2% | $4,305-85.8% | $2,241-72.8% |
| Participant deferral / active EE | $1,340 | $2,255-40.6% | $5,540-75.8% | $3,767-64.4% |
| Admin fee / account holder | $4,262 | $2,189+94.7% | $14,329-70.3% | $2,969+43.6% |