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 | $26,721 | $91,190-70.7% | $178,490-85.0% | $79,858-66.5% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,572 | $3,256-51.7% | $5,011-68.6% | $2,471-36.4% |
| Participant deferral / active EE | $2,813 | $3,236-13.1% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $2,740 | $6,751-59.4% | $13,984-80.4% | $5,306-48.4% |