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 | $34,007 | $61,272-44.5% | $149,673-77.3% | $71,457-52.4% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 21.80% | 35.85%-14.1pp | 134.42%-112.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $968 | $2,378-59.3% | $4,818-79.9% | $2,588-62.6% |
| Participant deferral / active EE | $5,444 | $2,917+86.6% | $5,680-4.2% | $4,289+26.9% |
| Admin fee / account holder | $655 | $1,261-48.1% | $13,210-95.0% | $1,587-58.8% |