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 | $55,605 | $58,879-5.6% | $178,490-68.8% | $73,488-24.3% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 23.50% | 24.86%-1.4pp | 151.07%-127.6pp | 28.51%-5.0pp |
| Employer contribution / active EE | $1,697 | $2,236-24.1% | $5,011-66.1% | $2,270-25.2% |
| Participant deferral / active EE | $4,323 | $2,567+68.4% | $5,202-16.9% | $3,740+15.6% |
| Admin fee / account holder | $2,237 | $400+458.8% | $13,984-84.0% | $513+336.0% |