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 | $42,958 | $52,279-17.8% | $89,391-51.9% | $79,858-46.2% |
| Participation rate | 89.2% | 57.5%+31.6pp | 68.0%+21.2pp | 69.6%+19.5pp |
| Annual return | 16.87% | 22.16%-5.3pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,050 | $1,572+94.1% | $2,586+18.0% | $2,471+23.4% |
| Participant deferral / active EE | $2,270 | $2,740-17.2% | $3,890-41.6% | $3,740-39.3% |
| Admin fee / account holder | $4,846 | $3,356+44.4% | $4,881-0.7% | $5,306-8.7% |