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 7-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 | $28,428 | $84,487-66.4% | $125,339-77.3% | $66,914-57.5% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.1pp | 69.8%+1.5pp |
| Annual return | -10.14% | -8.39%-1.8pp | 572.05%-582.2pp | 1.58%-11.7pp |
| Employer contribution / active EE | $3,174 | $3,553-10.7% | $4,814-34.1% | $2,544+24.8% |
| Participant deferral / active EE | $5,471 | $6,781-19.3% | $7,446-26.5% | $4,237+29.1% |
| Admin fee / account holder | $2,252 | $685+228.7% | $10,010-77.5% | $593+279.6% |