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 4-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 | $20,885 | $37,393-44.1% | $77,024-72.9% | $66,914-68.8% |
| Participation rate | 87.6% | 52.9%+34.7pp | 67.9%+19.7pp | 69.8%+17.8pp |
| Annual return | -6.12% | -3.29%-2.8pp | 42.32%-48.4pp | 1.58%-7.7pp |
| Employer contribution / active EE | $2,790 | $1,531+82.2% | $2,812-0.8% | $2,544+9.7% |
| Participant deferral / active EE | $7,219 | $2,617+175.8% | $4,426+63.1% | $4,237+70.4% |
| Admin fee / account holder | $419 | $567-26.1% | $5,425-92.3% | $593-29.4% |