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 | $67,984-56.5% | $65,493-54.9% | $74,304-60.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 13.83% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,274 | $2,491-48.9% | $2,574-50.5% | $2,241-43.2% |
| Participant deferral / active EE | $3,519 | $3,346+5.2% | $3,961-11.2% | $3,767-6.6% |
| Admin fee / account holder | $2,161 | $1,373+57.4% | $5,028-57.0% | $2,969-27.2% |