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 9-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 | $13,268 | $46,674-71.6% | $117,472-88.7% | $68,494-80.6% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -20.09% | -14.52%-5.6pp | 29.74%-49.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $869 | $1,505-42.3% | $4,176-79.2% | $2,596-66.5% |
| Participant deferral / active EE | $2,052 | $2,636-22.2% | $4,070-49.6% | $4,027-49.0% |
| Admin fee / account holder | $510 | $4,020-87.3% | $5,645-91.0% | $5,403-90.6% |