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 | $41,744 | $56,629-26.3% | $77,999-46.5% | $55,167-24.3% |
| Participation rate | 79.2% | 73.3%+5.9pp | 75.5%+3.6pp | 69.0%+10.2pp |
| Annual return | 19.93% | 2866.98%-2847.1pp | 425.96%-406.0pp | 169.23%-149.3pp |
| Employer contribution / active EE | $2,563 | $1,723+48.7% | $2,470+3.7% | $1,963+30.6% |
| Participant deferral / active EE | $5,732 | $2,777+106.4% | $3,497+63.9% | $3,054+87.7% |
| Admin fee / account holder | $7,485 | $467+1504.4% | $5,480+36.6% | $504+1385.3% |