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 5-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 | $22,643 | $64,707-65.0% | $112,228-79.8% | $68,494-66.9% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.4pp | 67.9%+26.6pp |
| Annual return | -13.55% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,063 | $2,746-24.9% | $3,635-43.2% | $2,596-20.5% |
| Participant deferral / active EE | $6,368 | $3,565+78.6% | $4,728+34.7% | $4,027+58.1% |
| Admin fee / account holder | $4,231 | $5,232-19.1% | $6,410-34.0% | $5,403-21.7% |