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 | $76,491 | $48,230+58.6% | $67,502+13.3% | $80,856-5.4% |
| Participation rate | 95.9% | 66.4%+29.5pp | 72.9%+23.0pp | 67.6%+28.2pp |
| Annual return | 11.19% | 18.28%-7.1pp | 3512.12%-3500.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,299 | $2,020+162.4% | $2,731+94.0% | $2,755+92.4% |
| Participant deferral / active EE | $9,344 | $2,924+219.6% | $4,000+133.6% | $4,296+117.5% |
| Admin fee / account holder | $6,838 | $3,681+85.8% | $3,998+71.1% | $6,918-1.2% |