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 | $60,536 | $49,915+21.3% | $154,803-60.9% | $74,304-18.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.06% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.4pp |
| Employer contribution / active EE | $1,625 | $1,611+0.9% | $4,305-62.2% | $2,241-27.5% |
| Participant deferral / active EE | $4,103 | $2,255+82.0% | $5,540-25.9% | $3,767+8.9% |
| Admin fee / account holder | $3,512 | $2,189+60.4% | $14,329-75.5% | $2,969+18.3% |