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 | $31,441 | $44,221-28.9% | $121,196-74.1% | $56,287-44.1% |
| Participation rate | 76.6% | 61.1%+15.5pp | 71.7%+4.8pp | 69.9%+6.7pp |
| Annual return | -6.96% | -3.58%-3.4pp | 16.93%-23.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,171 | $1,480+46.7% | $4,022-46.0% | $2,111+2.9% |
| Participant deferral / active EE | $6,559 | $2,521+160.2% | $3,344+96.1% | $3,350+95.8% |
| Admin fee / account holder | $847 | $480+76.4% | $5,019-83.1% | $521+62.6% |