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 | $18,321 | $60,124-69.5% | $90,404-79.7% | $79,858-77.1% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 16.29% | 71.94%-55.7pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,548 | $2,068-25.1% | $3,262-52.6% | $2,471-37.4% |
| Participant deferral / active EE | $2,816 | $2,938-4.2% | $3,963-28.9% | $3,740-24.7% |
| Admin fee / account holder | $1,622 | $3,976-59.2% | $5,611-71.1% | $5,306-69.4% |