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 6-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 | $29,540 | $64,705-54.3% | $62,929-53.1% | $67,986-56.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 13.83% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,274 | $2,376-46.4% | $2,505-49.1% | $2,019-36.9% |
| Participant deferral / active EE | $3,519 | $3,198+10.0% | $3,888-9.5% | $3,358+4.8% |
| Admin fee / account holder | $2,161 | $1,428+51.3% | $5,065-57.3% | $3,203-32.5% |