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 | $42,672 | $25,979+64.3% | $71,735-40.5% | $68,494-37.7% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -13.72% | -15.10%+1.4pp | 9.14%-22.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,684 | $900+420.2% | $1,704+174.9% | $2,596+80.4% |
| Participant deferral / active EE | $5,216 | $1,522+242.7% | $2,658+96.3% | $4,027+29.5% |
| Admin fee / account holder | $762 | $2,022-62.3% | $3,974-80.8% | $5,403-85.9% |