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 | $51,638-69.4% | $68,368-76.9% | $82,448-80.8% |
| Participation rate | 81.6% | 63.6%+18.0pp | 73.8%+7.9pp | 68.1%+13.6pp |
| Annual return | 15.33% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,374 | $2,047-32.9% | $2,649-48.1% | $2,551-46.2% |
| Participant deferral / active EE | $2,345 | $2,914-19.5% | $4,123-43.1% | $4,139-43.4% |
| Admin fee / account holder | $3,279 | $4,643-29.4% | $5,150-36.3% | $7,234-54.7% |