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 | $27,146 | $54,229-49.9% | $70,092-61.3% | $68,494-60.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.72% | -13.87%-2.9pp | 190.73%-207.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,364 | $2,018+66.7% | $2,559+31.5% | $2,596+29.6% |
| Participant deferral / active EE | $1,875 | $2,956-36.6% | $3,849-51.3% | $4,027-53.4% |
| Admin fee / account holder | $346 | $4,694-92.6% | $6,267-94.5% | $5,403-93.6% |