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 7-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 | $24,536 | $49,922-50.9% | $80,569-69.5% | $75,163-67.4% |
| Participation rate | 98.7% | 55.3%+43.4pp | 67.0%+31.7pp | 67.2%+31.5pp |
| Annual return | 13.20% | 34.69%-21.5pp | 935.43%-922.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,309 | $1,698-22.9% | $2,723-51.9% | $2,670-51.0% |
| Participant deferral / active EE | $2,334 | $2,990-22.0% | $4,447-47.5% | $4,125-43.4% |
| Admin fee / account holder | $782 | $3,577-78.1% | $5,377-85.5% | $5,651-86.2% |