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 | $40,104 | $81,208-50.6% | $98,907-59.5% | $79,858-49.8% |
| Participation rate | 84.8% | 72.5%+12.3pp | 76.0%+8.8pp | 69.6%+15.2pp |
| Annual return | 15.79% | 60.99%-45.2pp | 196.43%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,746 | $1,960-10.9% | $2,689-35.1% | $2,471-29.4% |
| Participant deferral / active EE | $3,862 | $3,265+18.3% | $4,244-9.0% | $3,740+3.3% |
| Admin fee / account holder | $10,110 | $6,013+68.1% | $6,642+52.2% | $5,306+90.5% |