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 | $34,648 | $102,317-66.1% | $146,958-76.4% | $80,856-57.1% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.2%+4.2pp | 67.6%+18.7pp |
| Annual return | 22.07% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $3,857 | $3,713+3.9% | $4,933-21.8% | $2,755+40.0% |
| Participant deferral / active EE | $8,175 | $6,644+23.1% | $8,070+1.3% | $4,296+90.3% |
| Admin fee / account holder | $3,836 | $7,941-51.7% | $12,998-70.5% | $6,918-44.6% |