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 | $102,006 | $85,202+19.7% | $172,739-40.9% | $72,985+39.8% |
| Participation rate | 94.7% | 70.1%+24.6pp | 82.6%+12.0pp | 69.5%+25.2pp |
| Annual return | 23.16% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,504 | $3,324+5.4% | $5,143-31.9% | $2,440+43.6% |
| Participant deferral / active EE | $5,856 | $3,260+79.6% | $5,198+12.7% | $3,607+62.3% |
| Admin fee / account holder | $4,416 | $5,884-24.9% | $13,954-68.4% | $5,124-13.8% |