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 | $58,734 | $51,638+13.7% | $68,368-14.1% | $82,448-28.8% |
| Participation rate | 96.9% | 63.6%+33.3pp | 73.8%+23.1pp | 68.1%+28.8pp |
| Annual return | 13.12% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,333 | $2,047+307.2% | $2,649+214.6% | $2,551+226.7% |
| Participant deferral / active EE | $828 | $2,914-71.6% | $4,123-79.9% | $4,139-80.0% |
| Admin fee / account holder | $3,411 | $4,643-26.5% | $5,150-33.8% | $7,234-52.8% |