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.)
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 | $46,757 | $65,435-28.5% | $86,677-46.1% | $66,914-30.1% |
| Participation rate | 82.1% | 75.5%+6.6pp | 76.6%+5.5pp | 69.8%+12.3pp |
| Annual return | -16.43% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,869 | $2,153+126.1% | $2,836+71.6% | $2,544+91.4% |
| Participant deferral / active EE | $7,711 | $4,100+88.1% | $4,656+65.6% | $4,237+82.0% |
| Admin fee / account holder | $2,899 | $642+351.9% | $7,493-61.3% | $593+388.6% |