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 9-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 | $82,326 | $53,162+54.9% | $91,220-9.7% | $68,494+20.2% |
| Participation rate | 98.6% | 63.2%+35.4pp | 73.2%+25.4pp | 67.9%+30.7pp |
| Annual return | -11.79% | -3.14%-8.7pp | 114.01%-125.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,952 | $1,709+131.2% | $2,850+38.7% | $2,596+52.2% |
| Participant deferral / active EE | $4,060 | $2,974+36.5% | $4,234-4.1% | $4,027+0.8% |
| Admin fee / account holder | $963 | $4,493-78.6% | $5,420-82.2% | $5,403-82.2% |