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 | $34,803 | $102,317-66.0% | $146,958-76.3% | $80,856-57.0% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.2%-11.0pp | 67.6%+3.5pp |
| Annual return | 22.14% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $912 | $3,713-75.4% | $4,933-81.5% | $2,755-66.9% |
| Participant deferral / active EE | $4,635 | $6,644-30.2% | $8,070-42.6% | $4,296+7.9% |
| Admin fee / account holder | $3,649 | $7,941-54.1% | $12,998-71.9% | $6,918-47.3% |