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 | $52,098 | $77,145-32.5% | $108,410-51.9% | $85,850-39.3% |
| Participation rate | 93.8% | 74.7%+19.1pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 22.81% | 44.54%-21.7pp | 905.27%-882.5pp | 318.53%-295.7pp |
| Employer contribution / active EE | $3,533 | $2,379+48.5% | $3,558-0.7% | $2,565+37.7% |
| Participant deferral / active EE | $11,489 | $5,566+106.4% | $6,563+75.1% | $3,952+190.7% |
| Admin fee / account holder | $3,731 | $5,172-27.9% | $7,295-48.9% | $6,260-40.4% |