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 | $40,210 | $79,184-49.2% | $102,438-60.7% | $74,546-46.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 14.12% | 54.95%-40.8pp | 29.37%-15.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,499 | $2,362-36.5% | $3,024-50.4% | $2,624-42.9% |
| Participant deferral / active EE | $2,731 | $4,414-38.1% | $5,054-46.0% | $4,347-37.2% |
| Admin fee / account holder | $1,548 | $2,001-22.7% | $9,448-83.6% | $1,944-20.4% |