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 7-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 | $14,983 | $29,660-49.5% | $56,411-73.4% | $80,856-81.5% |
| Participation rate | 92.2% | 41.6%+50.6pp | 52.5%+39.8pp | 67.6%+24.6pp |
| Annual return | 17.93% | 35.23%-17.3pp | 1701.33%-1683.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,806 | $669+319.2% | $1,039+170.1% | $2,755+1.8% |
| Participant deferral / active EE | $1,458 | $1,226+18.9% | $1,952-25.3% | $4,296-66.1% |
| Admin fee / account holder | $882 | $2,428-63.7% | $2,829-68.8% | $6,918-87.3% |