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 | $29,175 | $42,894-32.0% | $60,874-52.1% | $68,494-57.4% |
| Participation rate | 95.9% | 66.8%+29.2pp | 73.1%+22.8pp | 67.9%+28.1pp |
| Annual return | -4.10% | -13.98%+9.9pp | 16.90%-21.0pp | -7.84%+3.7pp |
| Employer contribution / active EE | $4,674 | $1,978+136.3% | $2,701+73.0% | $2,596+80.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,771 | $3,101+21.6% | $3,224+17.0% | $5,403-30.2% |