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 6-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 | $46,117 | $58,320-20.9% | $86,436-46.6% | $66,914-31.1% |
| Participation rate | 96.5% | 78.6%+17.9pp | 80.3%+16.2pp | 69.8%+26.7pp |
| Annual return | -0.35% | -9.71%+9.4pp | 4394.89%-4395.2pp | 1.58%-1.9pp |
| Employer contribution / active EE | $8,485 | $2,615+224.4% | $3,769+125.1% | $2,544+233.5% |
| Participant deferral / active EE | $13,850 | $6,899+100.8% | $6,952+99.2% | $4,237+226.9% |
| Admin fee / account holder | $2,803 | $546+413.4% | $6,731-58.4% | $593+372.4% |