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 | $37,141 | $60,124-38.2% | $90,404-58.9% | $79,858-53.5% |
| Participation rate | 81.7% | 65.0%+16.7pp | 72.7%+9.0pp | 69.6%+12.1pp |
| Annual return | 22.27% | 71.94%-49.7pp | 1293.02%-1270.7pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,763 | $2,068-14.7% | $3,262-45.9% | $2,471-28.6% |
| Participant deferral / active EE | $3,521 | $2,938+19.8% | $3,963-11.2% | $3,740-5.9% |
| Admin fee / account holder | $2,046 | $3,976-48.6% | $5,611-63.5% | $5,306-61.5% |