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 | $16,790-79.1% | $64,489-94.5% | $67,986-94.8% |
| Participation rate | 92.5% | 62.4%+30.1pp | 67.7%+24.8pp | 57.2%+35.3pp |
| Annual return | 13.80% | 30.55%-16.8pp | 55.03%-41.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $573 | $648-11.5% | $1,523-62.4% | $2,019-71.6% |
| Participant deferral / active EE | $1,399 | $1,510-7.4% | $2,778-49.6% | $3,358-58.3% |
| Admin fee / account holder | $768 | $1,690-54.5% | $4,260-82.0% | $3,203-76.0% |