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 | $33,329 | $45,863-27.3% | $77,024-56.7% | $68,494-51.3% |
| Participation rate | 95.7% | 55.9%+39.7pp | 67.9%+27.7pp | 67.9%+27.8pp |
| Annual return | -16.91% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,480 | $1,650-10.3% | $2,812-47.4% | $2,596-43.0% |
| Participant deferral / active EE | $4,229 | $2,962+42.8% | $4,426-4.5% | $4,027+5.0% |
| Admin fee / account holder | $3,028 | $3,041-0.4% | $5,425-44.2% | $5,403-44.0% |