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 | $32,833 | $76,000-56.8% | $154,107-78.7% | $64,186-48.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.52% | 30.32%-19.8pp | 735.12%-724.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $2,451 | $3,351-26.8% | $5,298-53.7% | $2,381+3.0% |
| Participant deferral / active EE | $2,213 | $3,175-30.3% | $5,081-56.4% | $3,470-36.2% |
| Admin fee / account holder | $427 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |