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 | $45,132 | $63,861-29.3% | $104,607-56.9% | $79,858-43.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 2.21% | 21.30%-19.1pp | 340.46%-338.3pp | 31.71%-29.5pp |
| Employer contribution / active EE | $6,574 | $1,588+313.9% | $2,681+145.2% | $2,471+166.0% |
| Participant deferral / active EE | $4,811 | $2,693+78.6% | $3,740+28.7% | $3,740+28.6% |
| Admin fee / account holder | $11,099 | $4,185+165.2% | $6,473+71.5% | $5,306+109.2% |