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 9-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 | $32,307 | $82,664-60.9% | $125,339-74.2% | $68,494-52.8% |
| Participation rate | 86.7% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.8pp |
| Annual return | -2.95% | -5.97%+3.0pp | 572.05%-575.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $4,704 | $3,381+39.1% | $4,814-2.3% | $2,596+81.2% |
| Participant deferral / active EE | $11,290 | $6,110+84.8% | $7,446+51.6% | $4,027+180.3% |
| Admin fee / account holder | $4,166 | $6,275-33.6% | $10,010-58.4% | $5,403-22.9% |