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 | $28,938 | $102,317-71.7% | $146,958-80.3% | $80,856-64.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 17.76% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,339 | $3,713-37.0% | $4,933-52.6% | $2,755-15.1% |
| Participant deferral / active EE | $5,652 | $6,644-14.9% | $8,070-30.0% | $4,296+31.6% |
| Admin fee / account holder | $1,614 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |