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 9-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 | $47,428 | $58,879-19.4% | $178,490-73.4% | $73,488-35.5% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.8pp |
| Annual return | 14.89% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,010 | $2,236-54.8% | $5,011-79.8% | $2,270-55.5% |
| Participant deferral / active EE | $2,355 | $2,567-8.3% | $5,202-54.7% | $3,740-37.0% |
| Admin fee / account holder | $2,029 | $400+406.8% | $13,984-85.5% | $513+295.4% |