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 8-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 | $15,807 | $54,705-71.1% | $71,209-77.8% | $84,808-81.4% |
| Participation rate | 81.6% | 64.1%+17.6pp | 73.8%+7.9pp | 68.3%+13.3pp |
| Annual return | 15.33% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,374 | $2,158-36.3% | $2,721-49.5% | $2,631-47.8% |
| Participant deferral / active EE | $2,345 | $3,030-22.6% | $4,175-43.8% | $4,212-44.3% |
| Admin fee / account holder | $3,279 | $4,863-32.6% | $5,349-38.7% | $7,344-55.3% |