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 | $73,031 | $87,733-16.8% | $106,548-31.5% | $85,850-14.9% |
| Participation rate | 96.5% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.2pp |
| Annual return | 56.78% | 21.86%+34.9pp | 26.80%+30.0pp | 318.53%-261.7pp |
| Employer contribution / active EE | $1,239 | $2,073-40.2% | $2,819-56.0% | $2,565-51.7% |
| Participant deferral / active EE | $5,136 | $3,469+48.0% | $4,398+16.8% | $3,952+30.0% |
| Admin fee / account holder | $1,900 | $6,767-71.9% | $7,407-74.4% | $6,260-69.7% |