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 4-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 | $2,665 | $23,330-88.6% | $64,489-95.9% | $82,448-96.8% |
| Participation rate | 87.4% | 68.3%+19.1pp | 67.7%+19.7pp | 68.1%+19.3pp |
| Annual return | 9.95% | 83.66%-73.7pp | 55.03%-45.1pp | 41.64%-31.7pp |
| Employer contribution / active EE | $736 | $824-10.7% | $1,523-51.7% | $2,551-71.2% |
| Participant deferral / active EE | $1,457 | $1,707-14.7% | $2,778-47.6% | $4,139-64.8% |
| Admin fee / account holder | $799 | $2,946-72.9% | $4,260-81.2% | $7,234-89.0% |