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 | $22,348 | $54,705-59.1% | $71,209-68.6% | $84,808-73.6% |
| Participation rate | 81.6% | 64.1%+17.5pp | 73.8%+7.8pp | 68.3%+13.3pp |
| Annual return | 13.84% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,814 | $2,158+76.8% | $2,721+40.2% | $2,631+45.0% |
| Participant deferral / active EE | $6,253 | $3,030+106.4% | $4,175+49.8% | $4,212+48.5% |
| Admin fee / account holder | $4,456 | $4,863-8.4% | $5,349-16.7% | $7,344-39.3% |