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 7-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 | $45,973 | $86,944-47.1% | $107,525-57.2% | $74,304-38.1% |
| Participation rate | 83.8% | 59.6%+24.2pp | 75.1%+8.7pp | 60.3%+23.4pp |
| Annual return | 15.97% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,544 | $2,757-44.0% | $3,754-58.9% | $2,241-31.1% |
| Participant deferral / active EE | $3,676 | $3,554+3.4% | $5,116-28.1% | $3,767-2.4% |
| Admin fee / account holder | $2,110 | $3,727-43.4% | $8,919-76.3% | $2,969-28.9% |