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 | $49,302 | $105,181-53.1% | $159,436-69.1% | $85,850-42.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 20.88% | 45.07%-24.2pp | 263.57%-242.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,361 | $3,318-28.9% | $4,829-51.1% | $2,565-8.0% |
| Participant deferral / active EE | $7,710 | $5,945+29.7% | $7,352+4.9% | $3,952+95.1% |
| Admin fee / account holder | $2,096 | $6,933-69.8% | $10,799-80.6% | $6,260-66.5% |