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 | $101,497 | $91,538+10.9% | $129,995-21.9% | $75,163+35.0% |
| Participation rate | 86.6% | 71.4%+15.1pp | 78.5%+8.1pp | 67.2%+19.4pp |
| Annual return | 18.09% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,394 | $2,845+19.3% | $4,320-21.4% | $2,670+27.1% |
| Participant deferral / active EE | $3,281 | $4,341-24.4% | $5,820-43.6% | $4,125-20.5% |
| Admin fee / account holder | $11,751 | $6,790+73.1% | $10,614+10.7% | $5,651+107.9% |