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 | $31,632 | $61,660-48.7% | $80,019-60.5% | $64,186-50.7% |
| Participation rate | 95.3% | 71.7%+23.7pp | 75.8%+19.5pp | 69.6%+25.8pp |
| Annual return | -6.67% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $965 | $1,810-46.7% | $2,468-60.9% | $2,381-59.5% |
| Participant deferral / active EE | $2,955 | $2,968-0.4% | $3,686-19.8% | $3,470-14.8% |
| Admin fee / account holder | $1,111 | $5,417-79.5% | $6,521-83.0% | $4,888-77.3% |