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 | $99,223 | $72,607+36.7% | $90,749+9.3% | $66,914+48.3% |
| Participation rate | 83.8% | 73.7%+10.1pp | 75.7%+8.1pp | 69.8%+14.0pp |
| Annual return | -0.96% | -12.28%+11.3pp | -12.16%+11.2pp | 1.58%-2.5pp |
| Employer contribution / active EE | $2,319 | $2,369-2.1% | $2,921-20.6% | $2,544-8.9% |
| Participant deferral / active EE | $4,022 | $3,977+1.1% | $4,564-11.9% | $4,237-5.1% |
| Admin fee / account holder | $12,305 | $707+1639.8% | $8,445+45.7% | $593+1974.2% |