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 7-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 | $43,270 | $98,750-56.2% | $149,696-71.1% | $79,858-45.8% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 20.48% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,712 | $3,216+15.4% | $4,644-20.1% | $2,471+50.2% |
| Participant deferral / active EE | $6,743 | $5,680+18.7% | $6,842-1.4% | $3,740+80.3% |
| Admin fee / account holder | $1,220 | $6,053-79.8% | $9,309-86.9% | $5,306-77.0% |