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 | $70,489 | $51,620+36.6% | $90,281-21.9% | $65,185+8.1% |
| Participation rate | 90.2% | 68.6%+21.5pp | 73.3%+16.9pp | 70.2%+20.0pp |
| Annual return | 16.17% | 24.94%-8.8pp | 78.10%-61.9pp | 29.38%-13.2pp |
| Employer contribution / active EE | $1,239 | $2,235-44.6% | $2,854-56.6% | $2,177-43.1% |
| Participant deferral / active EE | $3,143 | $2,871+9.5% | $3,885-19.1% | $3,514-10.5% |
| Admin fee / account holder | $2,271 | $384+491.0% | $5,351-57.6% | $847+168.1% |