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 | $13,769 | $37,393-63.2% | $77,024-82.1% | $66,914-79.4% |
| Participation rate | 92.9% | 52.9%+40.1pp | 67.9%+25.0pp | 69.8%+23.1pp |
| Annual return | 44.14% | -3.29%+47.4pp | 42.32%+1.8pp | 1.58%+42.6pp |
| Employer contribution / active EE | $1,462 | $1,531-4.5% | $2,812-48.0% | $2,544-42.5% |
| Participant deferral / active EE | $3,555 | $2,617+35.8% | $4,426-19.7% | $4,237-16.1% |
| Admin fee / account holder | $1,267 | $567+123.5% | $5,425-76.6% | $593+113.6% |