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 | $24,262 | $54,701-55.6% | $86,188-71.8% | $71,457-66.0% |
| Participation rate | 71.5% | 60.1%+11.4pp | 69.0%+2.6pp | 67.9%+3.6pp |
| Annual return | 24.79% | 20.06%+4.7pp | 1168.45%-1143.7pp | 28.85%-4.1pp |
| Employer contribution / active EE | $1,637 | $1,265+29.4% | $2,380-31.2% | $2,588-36.7% |
| Participant deferral / active EE | $2,863 | $3,108-7.9% | $3,985-28.2% | $4,289-33.2% |
| Admin fee / account holder | $2,016 | $1,922+4.9% | $6,852-70.6% | $1,587+27.0% |