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 | $81,308 | $65,041+25.0% | $90,951-10.6% | $79,858+1.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.73% | 30.45%-21.7pp | 134.60%-125.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $6,001 | $1,247+381.1% | $2,122+182.8% | $2,471+142.9% |
| Participant deferral / active EE | $6,157 | $2,512+145.1% | $3,373+82.6% | $3,740+64.6% |
| Admin fee / account holder | $46,870 | $4,536+933.3% | $5,959+686.6% | $5,306+783.3% |