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 | $37,392 | $46,553-19.7% | $64,056-41.6% | $75,163-50.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 53.51% | 26.03%+27.5pp | 33.69%+19.8pp | 160.62%-107.1pp |
| Employer contribution / active EE | $1,935 | $1,974-2.0% | $2,747-29.6% | $2,670-27.5% |
| Participant deferral / active EE | $4,231 | $2,837+49.2% | $3,880+9.1% | $4,125+2.6% |
| Admin fee / account holder | $649 | $2,952-78.0% | $3,068-78.8% | $5,651-88.5% |