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 6-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 | $21,375 | $82,664-74.1% | $125,339-82.9% | $68,494-68.8% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.6pp |
| Annual return | -8.83% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,458 | $3,381-27.3% | $4,814-48.9% | $2,596-5.3% |
| Participant deferral / active EE | $6,264 | $6,110+2.5% | $7,446-15.9% | $4,027+55.6% |
| Admin fee / account holder | $1,190 | $6,275-81.0% | $10,010-88.1% | $5,403-78.0% |