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 | $20,993 | $64,839-67.6% | $95,585-78.0% | $84,808-75.2% |
| Participation rate | 92.5% | 63.8%+28.6pp | 72.1%+20.4pp | 68.3%+24.1pp |
| Annual return | 15.64% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,124 | $2,965-28.4% | $4,023-47.2% | $4,212-49.6% |
| Admin fee / account holder | $1,101 | $5,964-81.5% | $6,127-82.0% | $7,344-85.0% |