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 10-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 | $33,006 | $44,221-25.4% | $121,196-72.8% | $56,287-41.4% |
| Participation rate | 97.3% | 61.1%+36.2pp | 71.7%+25.6pp | 69.9%+27.4pp |
| Annual return | -8.10% | -3.58%-4.5pp | 16.93%-25.0pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,851 | $1,480+92.6% | $4,022-29.1% | $2,111+35.0% |
| Participant deferral / active EE | $3,162 | $2,521+25.4% | $3,344-5.5% | $3,350-5.6% |
| Admin fee / account holder | $821 | $480+70.8% | $5,019-83.6% | $521+57.5% |