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 | $46,905 | $66,124-29.1% | $90,404-48.1% | $73,488-36.2% |
| Participation rate | 72.1% | 69.7%+2.4pp | 72.7%-0.6pp | 70.7%+1.4pp |
| Annual return | 31.02% | 17.65%+13.4pp | 1293.02%-1262.0pp | 28.51%+2.5pp |
| Employer contribution / active EE | $3,335 | $2,346+42.2% | $3,262+2.3% | $2,270+46.9% |
| Participant deferral / active EE | $6,799 | $3,039+123.7% | $3,963+71.6% | $3,740+81.8% |
| Admin fee / account holder | $8,740 | $396+2105.9% | $5,611+55.8% | $513+1603.5% |