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 | $33,826 | $58,694-42.4% | $142,863-76.3% | $85,850-60.6% |
| Participation rate | 86.1% | 58.5%+27.6pp | 71.9%+14.1pp | 69.3%+16.8pp |
| Annual return | 14.87% | 27.72%-12.8pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,864 | $1,423+31.0% | $4,144-55.0% | $2,565-27.3% |
| Participant deferral / active EE | $2,211 | $2,607-15.2% | $3,837-42.4% | $3,952-44.0% |
| Admin fee / account holder | $2,025 | $4,239-52.2% | $6,560-69.1% | $6,260-67.7% |