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 | $35,172 | $58,726-40.1% | $92,233-61.9% | $62,292-43.5% |
| Participation rate | 83.5% | 68.3%+15.2pp | 76.5%+7.0pp | 69.5%+14.0pp |
| Annual return | 24.37% | 43.62%-19.2pp | 176.28%-151.9pp | 28.90%-4.5pp |
| Employer contribution / active EE | $1,042 | $2,392-56.4% | $3,679-71.7% | $2,042-49.0% |
| Participant deferral / active EE | $2,363 | $2,766-14.6% | $3,897-39.4% | $3,169-25.4% |
| Admin fee / account holder | $1,015 | $556+82.5% | $5,194-80.4% | $479+111.8% |