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 | $35,209 | $78,422-55.1% | $95,952-63.3% | $79,858-55.9% |
| Participation rate | 84.3% | 73.5%+10.8pp | 77.1%+7.2pp | 69.6%+14.7pp |
| Annual return | 16.64% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $16,716 | $1,945+759.4% | $2,541+557.9% | $2,471+576.5% |
| Participant deferral / active EE | $5,340 | $3,440+55.2% | $4,167+28.1% | $3,740+42.8% |
| Admin fee / account holder | $691 | $5,622-87.7% | $6,795-89.8% | $5,306-87.0% |