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 5-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 | $3,517 | $20,316-82.7% | $66,042-94.7% | $74,304-95.3% |
| Participation rate | 92.5% | 62.8%+29.8pp | 67.5%+25.0pp | 60.3%+32.2pp |
| Annual return | 13.80% | 28.10%-14.3pp | 52.11%-38.3pp | 29.43%-15.6pp |
| Employer contribution / active EE | $573 | $745-23.0% | $1,579-63.7% | $2,241-74.4% |
| Participant deferral / active EE | $1,399 | $1,615-13.4% | $2,835-50.6% | $3,767-62.9% |
| Admin fee / account holder | $768 | $1,668-54.0% | $5,747-86.6% | $2,969-74.1% |