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 | $49,035 | $78,705-37.7% | $117,854-58.4% | $70,131-30.1% |
| Participation rate | 96.5% | 73.2%+23.3pp | 79.7%+16.8pp | 69.5%+27.0pp |
| Annual return | 16.13% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,004 | $2,223+35.1% | $3,786-20.6% | $2,342+28.3% |
| Participant deferral / active EE | $6,676 | $3,297+102.5% | $4,482+49.0% | $3,332+100.4% |
| Admin fee / account holder | $2,762 | $5,065-45.5% | $8,020-65.6% | $4,645-40.6% |