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 3-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 | $4,200 | $20,316-79.3% | $66,042-93.6% | $74,304-94.3% |
| Participation rate | 71.3% | 62.8%+8.5pp | 67.5%+3.7pp | 60.3%+10.9pp |
| Annual return | 11.17% | 28.10%-16.9pp | 52.11%-40.9pp | 29.43%-18.3pp |
| Employer contribution / active EE | $592 | $745-20.5% | $1,579-62.5% | $2,241-73.6% |
| Participant deferral / active EE | $1,139 | $1,615-29.5% | $2,835-59.8% | $3,767-69.8% |
| Admin fee / account holder | $1,077 | $1,668-35.5% | $5,747-81.3% | $2,969-63.7% |