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 | $46,134 | $84,487-45.4% | $125,339-63.2% | $66,914-31.1% |
| Participation rate | 81.3% | 76.4%+4.9pp | 82.4%-1.1pp | 69.8%+11.5pp |
| Annual return | -16.36% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,991 | $3,553-15.8% | $4,814-37.9% | $2,544+17.6% |
| Participant deferral / active EE | $6,419 | $6,781-5.3% | $7,446-13.8% | $4,237+51.5% |
| Admin fee / account holder | $920 | $685+34.2% | $10,010-90.8% | $593+55.0% |