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 | $48,750 | $88,083-44.7% | $164,813-70.4% | $74,495-34.6% |
| Participation rate | 93.0% | 73.0%+20.0pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 17.38% | 17.26%+0.1pp | 69.93%-52.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,437 | $2,593+32.5% | $4,341-20.8% | $2,623+31.0% |
| Participant deferral / active EE | $8,237 | $4,498+83.1% | $6,031+36.6% | $4,346+89.5% |
| Admin fee / account holder | $5,456 | $2,234+144.3% | $12,690-57.0% | $1,942+181.0% |