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 | $37,661 | $57,354-34.3% | $83,848-55.1% | $64,186-41.3% |
| Participation rate | 98.6% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 15.84% | 11.38%+4.5pp | 850.88%-835.0pp | 7.63%+8.2pp |
| Employer contribution / active EE | $1,489 | $2,545-41.5% | $3,631-59.0% | $2,381-37.5% |
| Participant deferral / active EE | $2,935 | $2,993-1.9% | $4,082-28.1% | $3,470-15.4% |
| Admin fee / account holder | $1,044 | $4,046-74.2% | $5,478-80.9% | $4,888-78.6% |