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 | $32,895 | $84,487-61.1% | $125,339-73.8% | $66,914-50.8% |
| Participation rate | 70.8% | 76.4%-5.6pp | 82.4%-11.6pp | 69.8%+1.0pp |
| Annual return | -17.04% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,101 | $3,553-40.9% | $4,814-56.4% | $2,544-17.4% |
| Participant deferral / active EE | $7,029 | $6,781+3.6% | $7,446-5.6% | $4,237+65.9% |
| Admin fee / account holder | $2,561 | $685+273.8% | $10,010-74.4% | $593+331.7% |