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 | $24,730-89.2% | $66,042-96.0% | $84,808-96.9% |
| Participation rate | 87.4% | 68.1%+19.3pp | 67.5%+19.8pp | 68.3%+19.0pp |
| Annual return | 9.95% | 79.55%-69.6pp | 52.11%-42.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $736 | $857-14.1% | $1,579-53.4% | $2,631-72.0% |
| Participant deferral / active EE | $1,457 | $1,737-16.1% | $2,835-48.6% | $4,212-65.4% |
| Admin fee / account holder | $799 | $3,014-73.5% | $5,747-86.1% | $7,344-89.1% |