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 3-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 | $11,175 | $60,022-81.4% | $88,946-87.4% | $84,808-86.8% |
| Participation rate | 98.5% | 57.8%+40.7pp | 68.8%+29.7pp | 68.3%+30.2pp |
| Annual return | 16.48% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,813 | $1,703+123.9% | $2,555+49.2% | $2,631+44.9% |
| Participant deferral / active EE | $2,461 | $3,114-21.0% | $4,581-46.3% | $4,212-41.6% |
| Admin fee / account holder | $903 | $4,811-81.2% | $8,261-89.1% | $7,344-87.7% |