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 | $26,835 | $63,442-57.7% | $68,791-61.0% | $66,914-59.9% |
| Participation rate | 81.3% | 60.0%+21.4pp | 69.0%+12.3pp | 69.8%+11.5pp |
| Annual return | 0.39% | -8.29%+8.7pp | -6.38%+6.8pp | 1.58%-1.2pp |
| Employer contribution / active EE | $3,504 | $1,775+97.4% | $2,655+32.0% | $2,544+37.7% |
| Participant deferral / active EE | $6,425 | $2,945+118.2% | $3,941+63.0% | $4,237+51.6% |
| Admin fee / account holder | $4,840 | $577+738.3% | $4,932-1.9% | $593+715.8% |