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 | $16,383 | $91,190-82.0% | $178,490-90.8% | $79,858-79.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.26% | 24.19%-16.9pp | 151.07%-143.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,387 | $3,256-26.7% | $5,011-52.4% | $2,471-3.4% |
| Participant deferral / active EE | $3,288 | $3,236+1.6% | $5,202-36.8% | $3,740-12.1% |
| Admin fee / account holder | $2,485 | $6,751-63.2% | $13,984-82.2% | $5,306-53.2% |