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 | $45,648 | $49,227-7.3% | $70,449-35.2% | $79,858-42.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.36% | 30.06%-26.7pp | 109.03%-105.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,911 | $2,099+38.7% | $2,737+6.4% | $2,471+17.8% |
| Participant deferral / active EE | $2,777 | $2,768+0.4% | $3,709-25.1% | $3,740-25.7% |
| Admin fee / account holder | $634 | $2,878-78.0% | $3,845-83.5% | $5,306-88.0% |