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 | $57,305 | $63,346-9.5% | $92,233-37.9% | $70,131-18.3% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.3pp |
| Annual return | 17.92% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,330 | $2,471-5.7% | $3,679-36.7% | $2,342-0.5% |
| Participant deferral / active EE | $5,422 | $2,854+90.0% | $3,897+39.1% | $3,332+62.7% |
| Admin fee / account holder | $1,662 | $3,840-56.7% | $5,194-68.0% | $4,645-64.2% |