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 | $32,999 | $63,346-47.9% | $92,233-64.2% | $70,131-52.9% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.7pp |
| Annual return | 21.54% | 530.12%-508.6pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $825 | $2,471-66.6% | $3,679-77.6% | $2,342-64.8% |
| Participant deferral / active EE | $4,960 | $2,854+73.8% | $3,897+27.3% | $3,332+48.9% |
| Admin fee / account holder | $849 | $3,840-77.9% | $5,194-83.7% | $4,645-81.7% |