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 6-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 | $58,255 | $101,317-42.5% | $146,958-60.4% | $74,495-21.8% |
| Participation rate | 87.9% | 75.5%+12.4pp | 82.2%+5.8pp | 67.2%+20.7pp |
| Annual return | 28.10% | 8730.91%-8702.8pp | 418.34%-390.2pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $3,180 | $3,810-16.5% | $4,933-35.5% | $2,623+21.2% |
| Participant deferral / active EE | $5,938 | $7,303-18.7% | $8,070-26.4% | $4,346+36.6% |
| Admin fee / account holder | $4,511 | $1,739+159.4% | $12,998-65.3% | $1,942+132.3% |