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 | $127,948 | $54,229+135.9% | $70,092+82.5% | $68,494+86.8% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | -0.69% | -13.87%+13.2pp | 190.73%-191.4pp | -7.84%+7.2pp |
| Employer contribution / active EE | $4,833 | $2,018+139.5% | $2,559+88.9% | $2,596+86.1% |
| Participant deferral / active EE | $3,633 | $2,956+22.9% | $3,849-5.6% | $4,027-9.8% |
| Admin fee / account holder | $18,551 | $4,694+295.2% | $6,267+196.0% | $5,403+243.4% |