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 | $32,462 | $43,483-25.3% | $54,726-40.7% | $64,186-49.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -5.66% | -1.03%-4.6pp | -4.56%-1.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,367 | $2,632-10.1% | $3,449-31.4% | $2,381-0.6% |
| Participant deferral / active EE | $3,009 | $3,102-3.0% | $3,953-23.9% | $3,470-13.3% |
| Admin fee / account holder | $3,614 | $4,250-15.0% | $3,818-5.3% | $4,888-26.1% |