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 | $22,273 | $43,723-49.1% | $121,196-81.6% | $64,186-65.3% |
| Participation rate | 89.9% | 58.3%+31.5pp | 71.7%+18.1pp | 69.6%+20.3pp |
| Annual return | -7.83% | 68.91%-76.7pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,783 | $1,296+37.5% | $4,022-55.7% | $2,381-25.1% |
| Participant deferral / active EE | $2,499 | $2,280+9.6% | $3,344-25.3% | $3,470-28.0% |
| Admin fee / account holder | $458 | $3,501-86.9% | $5,019-90.9% | $4,888-90.6% |