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 | $36,518 | $85,202-57.1% | $172,739-78.9% | $72,985-50.0% |
| Participation rate | 75.4% | 70.1%+5.3pp | 82.6%-7.3pp | 69.5%+5.9pp |
| Annual return | 26.21% | 27.32%-1.1pp | 802.84%-776.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,143-64.8% | $2,440-25.8% |
| Participant deferral / active EE | $3,194 | $3,260-2.0% | $5,198-38.6% | $3,607-11.5% |
| Admin fee / account holder | $969 | $5,884-83.5% | $13,954-93.1% | $5,124-81.1% |