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 8-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 | $23,705 | $63,346-62.6% | $92,233-74.3% | $70,131-66.2% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.7pp |
| Annual return | 14.26% | 530.12%-515.9pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,537 | $2,471-37.8% | $3,679-58.2% | $2,342-34.4% |
| Participant deferral / active EE | $1,750 | $2,854-38.7% | $3,897-55.1% | $3,332-47.5% |
| Admin fee / account holder | $1,972 | $3,840-48.7% | $5,194-62.0% | $4,645-57.6% |