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 8-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 | $15,568 | $61,774-74.8% | $97,226-84.0% | $80,856-80.7% |
| Participation rate | 83.9% | 63.5%+20.4pp | 72.7%+11.2pp | 67.6%+16.2pp |
| Annual return | 13.45% | -557.90%+571.4pp | 75.13%-61.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,546 | $1,837+147.5% | $2,729+66.6% | $2,755+65.0% |
| Participant deferral / active EE | $7,935 | $3,029+162.0% | $4,264+86.1% | $4,296+84.7% |
| Admin fee / account holder | $762 | $5,166-85.2% | $5,654-86.5% | $6,918-89.0% |