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 4-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 | $46,995 | $58,208-19.3% | $81,812-42.6% | $80,856-41.9% |
| Participation rate | 89.7% | 63.4%+26.3pp | 72.3%+17.4pp | 67.6%+22.1pp |
| Annual return | 24.37% | 41.66%-17.3pp | 773.79%-749.4pp | 35.59%-11.2pp |
| Employer contribution / active EE | $3,359 | $2,340+43.6% | $2,912+15.3% | $2,755+21.9% |
| Participant deferral / active EE | $7,539 | $3,281+129.8% | $4,319+74.6% | $4,296+75.5% |
| Admin fee / account holder | $2,456 | $4,981-50.7% | $7,386-66.7% | $6,918-64.5% |