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 4-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 | $2,576 | $20,316-87.3% | $66,042-96.1% | $74,304-96.5% |
| Participation rate | 92.9% | 62.8%+30.1pp | 67.5%+25.4pp | 60.3%+32.5pp |
| Annual return | 16.12% | 28.10%-12.0pp | 52.11%-36.0pp | 29.43%-13.3pp |
| Employer contribution / active EE | $592 | $745-20.4% | $1,579-62.5% | $2,241-73.6% |
| Participant deferral / active EE | $1,600 | $1,615-0.9% | $2,835-43.6% | $3,767-57.5% |
| Admin fee / account holder | $908 | $1,668-45.6% | $5,747-84.2% | $2,969-69.4% |