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 9-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 | $41,006 | $58,320-29.7% | $86,436-52.6% | $66,914-38.7% |
| Participation rate | 80.5% | 78.6%+1.9pp | 80.3%+0.2pp | 69.8%+10.7pp |
| Annual return | 20.86% | -9.71%+30.6pp | 4394.89%-4374.0pp | 1.58%+19.3pp |
| Employer contribution / active EE | $3,978 | $2,615+52.1% | $3,769+5.6% | $2,544+56.3% |
| Participant deferral / active EE | $8,917 | $6,899+29.2% | $6,952+28.3% | $4,237+110.5% |
| Admin fee / account holder | $2,033 | $546+272.4% | $6,731-69.8% | $593+242.7% |