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 | $28,662 | $44,425-35.5% | $67,834-57.7% | $55,167-48.0% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 20.49% | 17.80%+2.7pp | 138.47%-118.0pp | 169.23%-148.7pp |
| Employer contribution / active EE | $1,477 | $1,351+9.3% | $2,403-38.5% | $1,963-24.7% |
| Participant deferral / active EE | $2,397 | $2,166+10.7% | $3,160-24.1% | $3,054-21.5% |
| Admin fee / account holder | $1,062 | $530+100.3% | $4,622-77.0% | $504+110.8% |