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 | $34,968 | $48,265-27.6% | $68,791-49.2% | $68,494-48.9% |
| Participation rate | 98.5% | 60.7%+37.8pp | 69.0%+29.5pp | 67.9%+30.6pp |
| Annual return | -14.64% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,212 | $1,829+130.3% | $2,655+58.6% | $2,596+62.2% |
| Participant deferral / active EE | $3,126 | $2,867+9.1% | $3,941-20.7% | $4,027-22.4% |
| Admin fee / account holder | $2,724 | $4,355-37.5% | $4,932-44.8% | $5,403-49.6% |