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 | $45,449 | $44,960+1.1% | $84,966-46.5% | $74,495-39.0% |
| Participation rate | 78.4% | 49.4%+29.0pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 43.40% | 26.24%+17.2pp | 66.38%-23.0pp | 1364.94%-1321.5pp |
| Employer contribution / active EE | $2,788 | $1,457+91.3% | $2,727+2.2% | $2,623+6.3% |
| Participant deferral / active EE | $4,419 | $2,731+61.8% | $4,519-2.2% | $4,346+1.7% |
| Admin fee / account holder | $3,203 | $2,209+45.0% | $6,149-47.9% | $1,942+65.0% |