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 | $35,996 | $60,323-40.3% | $81,812-56.0% | $74,495-51.7% |
| Participation rate | 70.3% | 62.9%+7.4pp | 72.3%-2.1pp | 67.2%+3.1pp |
| Annual return | 10.54% | 16.90%-6.4pp | 773.79%-763.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,092 | $2,620-58.3% | $2,912-62.5% | $2,623-58.4% |
| Participant deferral / active EE | $3,160 | $3,387-6.7% | $4,319-26.8% | $4,346-27.3% |
| Admin fee / account holder | $4,726 | $1,486+218.1% | $7,386-36.0% | $1,942+143.4% |