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 | $248,404 | $42,894+479.1% | $60,874+308.1% | $68,494+262.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.55% | -13.98%+2.4pp | 16.90%-28.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $10,824 | $1,978+447.2% | $2,701+300.7% | $2,596+316.9% |
| Participant deferral / active EE | $4,510 | $2,867+57.3% | $3,817+18.2% | $4,027+12.0% |
| Admin fee / account holder | $2,587 | $3,101-16.6% | $3,224-19.8% | $5,403-52.1% |