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 | $35,790 | $48,795-26.7% | $65,493-45.4% | $84,808-57.8% |
| Participation rate | 85.0% | 67.0%+18.0pp | 73.1%+11.9pp | 68.3%+16.7pp |
| Annual return | 11.23% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,229 | $1,930+15.5% | $2,574-13.4% | $2,631-15.3% |
| Participant deferral / active EE | $3,363 | $2,928+14.8% | $3,961-15.1% | $4,212-20.1% |
| Admin fee / account holder | $2,073 | $3,877-46.5% | $5,028-58.8% | $7,344-71.8% |