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 | $24,642 | $73,933-66.7% | $96,683-74.5% | $75,163-67.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.29% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,970 | $2,928-32.7% | $3,737-47.3% | $2,670-26.2% |
| Participant deferral / active EE | $2,416 | $3,659-34.0% | $4,878-50.5% | $4,125-41.4% |
| Admin fee / account holder | $2,902 | $5,216-44.4% | $6,730-56.9% | $5,651-48.7% |