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 7-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 | $25,957 | $59,417-56.3% | $93,606-72.3% | $74,495-65.2% |
| Participation rate | 86.6% | 59.7%+26.9pp | 68.7%+17.8pp | 67.2%+19.4pp |
| Annual return | 20.07% | 81.83%-61.8pp | 133.20%-113.1pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,019 | $1,264+59.8% | $2,420-16.6% | $2,623-23.0% |
| Participant deferral / active EE | $4,308 | $3,050+41.2% | $4,411-2.4% | $4,346-0.9% |
| Admin fee / account holder | $535 | $3,021-82.3% | $8,285-93.5% | $1,942-72.4% |