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 7-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 | $28,878 | $102,317-71.8% | $146,958-80.3% | $80,856-64.3% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,687 | $3,713+26.2% | $4,933-5.0% | $2,755+70.1% |
| Participant deferral / active EE | $5,684 | $6,644-14.4% | $8,070-29.6% | $4,296+32.3% |
| Admin fee / account holder | $2,069 | $7,941-73.9% | $12,998-84.1% | $6,918-70.1% |