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 | $33,324 | $43,133-22.7% | $89,391-62.7% | $73,488-54.7% |
| Participation rate | 73.7% | 55.0%+18.8pp | 68.0%+5.8pp | 70.7%+3.0pp |
| Annual return | 71.12% | 135.66%-64.5pp | 245.62%-174.5pp | 28.51%+42.6pp |
| Employer contribution / active EE | $1,756 | $1,438+22.1% | $2,586-32.1% | $2,270-22.6% |
| Participant deferral / active EE | $3,087 | $2,445+26.3% | $3,890-20.6% | $3,740-17.5% |
| Admin fee / account holder | $711 | $444+60.3% | $4,881-85.4% | $513+38.7% |