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 8-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 | $17,366 | $58,234-70.2% | $81,783-78.8% | $80,874-78.5% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.4%+22.9pp | 67.6%+27.6pp |
| Annual return | 9.24% | 41.70%-32.5pp | 775.05%-765.8pp | 35.62%-26.4pp |
| Employer contribution / active EE | $372 | $2,341-84.1% | $2,913-87.2% | $2,756-86.5% |
| Participant deferral / active EE | $2,313 | $3,283-29.5% | $4,320-46.5% | $4,297-46.2% |
| Admin fee / account holder | $334 | $4,982-93.3% | $7,380-95.5% | $6,935-95.2% |