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 | $22,364 | $91,190-75.5% | $178,490-87.5% | $79,858-72.0% |
| Participation rate | 96.5% | 69.2%+27.3pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 17.63% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,797 | $3,256-44.8% | $5,011-64.1% | $2,471-27.3% |
| Participant deferral / active EE | $3,221 | $3,236-0.5% | $5,202-38.1% | $3,740-13.9% |
| Admin fee / account holder | $6,893 | $6,751+2.1% | $13,984-50.7% | $5,306+29.9% |