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 | $58,208-70.2% | $81,812-78.8% | $80,856-78.5% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 9.24% | 41.66%-32.4pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $372 | $2,340-84.1% | $2,912-87.2% | $2,755-86.5% |
| Participant deferral / active EE | $2,313 | $3,281-29.5% | $4,319-46.4% | $4,296-46.2% |
| Admin fee / account holder | $334 | $4,981-93.3% | $7,386-95.5% | $6,918-95.2% |