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 8-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 | $25,102 | $84,487-70.3% | $125,339-80.0% | $66,914-62.5% |
| Participation rate | 75.7% | 76.4%-0.7pp | 82.4%-6.6pp | 69.8%+5.9pp |
| Annual return | -3.60% | -8.39%+4.8pp | 572.05%-575.7pp | 1.58%-5.2pp |
| Employer contribution / active EE | $3,416 | $3,553-3.9% | $4,814-29.0% | $2,544+34.2% |
| Participant deferral / active EE | $7,892 | $6,781+16.4% | $7,446+6.0% | $4,237+86.3% |
| Admin fee / account holder | $8,250 | $685+1104.4% | $10,010-17.6% | $593+1290.7% |