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 | $35,705 | $70,428-49.3% | $96,562-63.0% | $85,850-58.4% |
| Participation rate | 98.6% | 61.8%+36.8pp | 69.8%+28.8pp | 69.3%+29.3pp |
| Annual return | 11.95% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,163 | $1,413+123.8% | $2,356+34.2% | $2,565+23.3% |
| Participant deferral / active EE | $2,891 | $2,894-0.1% | $3,849-24.9% | $3,952-26.8% |
| Admin fee / account holder | $735 | $4,997-85.3% | $6,181-88.1% | $6,260-88.3% |