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 | $24,618 | $80,717-69.5% | $154,803-84.1% | $84,808-71.0% |
| Participation rate | 85.1% | 66.8%+18.3pp | 78.1%+7.1pp | 68.3%+16.8pp |
| Annual return | 12.24% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $433 | $2,761-84.3% | $4,305-89.9% | $2,631-83.5% |
| Participant deferral / active EE | $3,048 | $3,303-7.7% | $5,540-45.0% | $4,212-27.6% |
| Admin fee / account holder | $1,112 | $6,746-83.5% | $14,329-92.2% | $7,344-84.9% |