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 | $26,332 | $91,190-71.1% | $178,490-85.2% | $79,858-67.0% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 12.67% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,432 | $3,256-56.0% | $5,011-71.4% | $2,471-42.0% |
| Participant deferral / active EE | $1,990 | $3,236-38.5% | $5,202-61.7% | $3,740-46.8% |
| Admin fee / account holder | $1,060 | $6,751-84.3% | $13,984-92.4% | $5,306-80.0% |