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 | $34,162 | $60,323-43.4% | $81,812-58.2% | $74,495-54.1% |
| Participation rate | 75.0% | 62.9%+12.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 17.37% | 16.90%+0.5pp | 773.79%-756.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,474 | $2,620-5.6% | $2,912-15.0% | $2,623-5.7% |
| Participant deferral / active EE | $6,065 | $3,387+79.1% | $4,319+40.5% | $4,346+39.6% |
| Admin fee / account holder | $735 | $1,486-50.5% | $7,386-90.0% | $1,942-62.1% |