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 | $24,289 | $54,350-55.3% | $82,719-70.6% | $68,494-64.5% |
| Participation rate | 91.9% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -16.95% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,377 | $2,218+52.3% | $3,009+12.2% | $2,596+30.1% |
| Participant deferral / active EE | $1,176 | $3,246-63.8% | $4,395-73.2% | $4,027-70.8% |
| Admin fee / account holder | $1,757 | $4,395-60.0% | $5,329-67.0% | $5,403-67.5% |