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 4-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 | $8,719 | $45,343-80.8% | $150,298-94.2% | $67,986-87.2% |
| Participation rate | 88.2% | 51.9%+36.3pp | 77.8%+10.4pp | 57.2%+31.0pp |
| Annual return | 13.11% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $969 | $1,462-33.7% | $4,154-76.7% | $2,019-52.0% |
| Participant deferral / active EE | $2,102 | $2,055+2.3% | $5,453-61.5% | $3,358-37.4% |
| Admin fee / account holder | $1,085 | $2,250-51.8% | $14,116-92.3% | $3,203-66.1% |