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 | $58,004 | $50,958+13.8% | $74,550-22.2% | $64,186-9.6% |
| Participation rate | 83.7% | 61.1%+22.6pp | 69.1%+14.6pp | 69.6%+14.1pp |
| Annual return | -6.34% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,176 | $1,115+5.4% | $1,961-40.1% | $2,381-50.6% |
| Participant deferral / active EE | $3,978 | $2,301+72.9% | $3,108+28.0% | $3,470+14.7% |
| Admin fee / account holder | $3,605 | $4,223-14.6% | $5,060-28.7% | $4,888-26.2% |