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 8-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 | $17,515 | $80,717-78.3% | $154,803-88.7% | $84,808-79.3% |
| Participation rate | 73.4% | 66.8%+6.6pp | 78.1%-4.7pp | 68.3%+5.1pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $416 | $2,761-84.9% | $4,305-90.3% | $2,631-84.2% |
| Participant deferral / active EE | $1,182 | $3,303-64.2% | $5,540-78.7% | $4,212-71.9% |
| Admin fee / account holder | $576 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |