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 | $12,747 | $73,867-82.7% | $143,757-91.1% | $68,494-81.4% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,485 | $3,184-53.4% | $4,951-70.0% | $2,596-42.8% |
| Participant deferral / active EE | $4,123 | $3,384+21.8% | $5,637-26.9% | $4,027+2.4% |
| Admin fee / account holder | $398 | $5,755-93.1% | $14,673-97.3% | $5,403-92.6% |