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 | $44,103 | $102,317-56.9% | $146,958-70.0% | $80,856-45.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 17.98% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,343 | $3,713+43.9% | $4,933+8.3% | $2,755+93.9% |
| Participant deferral / active EE | $7,894 | $6,644+18.8% | $8,070-2.2% | $4,296+83.8% |
| Admin fee / account holder | $1,239 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |