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 | $70,540 | $58,264+21.1% | $86,612-18.6% | $71,457-1.3% |
| Participation rate | 98.0% | 65.0%+33.0pp | 71.7%+26.3pp | 67.9%+30.1pp |
| Annual return | 20.47% | 21.63%-1.2pp | 591.07%-570.6pp | 28.85%-8.4pp |
| Employer contribution / active EE | $3,621 | $2,574+40.7% | $3,022+19.8% | $2,588+39.9% |
| Participant deferral / active EE | $4,255 | $3,436+23.8% | $4,438-4.1% | $4,289-0.8% |
| Admin fee / account holder | $1,129 | $1,057+6.8% | $5,614-79.9% | $1,587-28.9% |