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 | $12,750 | $42,383-69.9% | $76,523-83.3% | $64,186-80.1% |
| Participation rate | 95.7% | 58.1%+37.6pp | 68.0%+27.7pp | 69.6%+26.1pp |
| Annual return | 9.83% | -16.54%+26.4pp | -0.27%+10.1pp | 7.63%+2.2pp |
| Employer contribution / active EE | $505 | $1,563-67.7% | $2,647-80.9% | $2,381-78.8% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $344 | $3,198-89.3% | $4,848-92.9% | $4,888-93.0% |