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.)
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 | $7,599 | $64,839-88.3% | $95,585-92.0% | $84,808-91.0% |
| Participation rate | 73.1% | 63.8%+9.3pp | 72.1%+1.1pp | 68.3%+4.8pp |
| Annual return | 22.06% | -670.96%+693.0pp | 38.56%-16.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,190 | $1,759-32.3% | $2,527-52.9% | $2,631-54.8% |
| Participant deferral / active EE | $1,304 | $2,965-56.0% | $4,023-67.6% | $4,212-69.0% |
| Admin fee / account holder | $481 | $5,964-91.9% | $6,127-92.1% | $7,344-93.4% |