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 | $38,357 | $56,053-31.6% | $75,972-49.5% | $80,856-52.6% |
| Participation rate | 98.1% | 62.0%+36.1pp | 69.1%+29.1pp | 67.6%+30.5pp |
| Annual return | 9.05% | 20.53%-11.5pp | 359.55%-350.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,866 | $1,874+52.9% | $2,685+6.7% | $2,755+4.0% |
| Participant deferral / active EE | $1,130 | $3,052-63.0% | $4,255-73.5% | $4,296-73.7% |
| Admin fee / account holder | $1,260 | $5,234-75.9% | $6,467-80.5% | $6,918-81.8% |