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 | $24,476 | $63,346-61.4% | $92,233-73.5% | $70,131-65.1% |
| Participation rate | 98.9% | 68.7%+30.3pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 20.47% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $903 | $2,471-63.4% | $3,679-75.5% | $2,342-61.4% |
| Participant deferral / active EE | $4,597 | $2,854+61.1% | $3,897+18.0% | $3,332+38.0% |
| Admin fee / account holder | $3,195 | $3,840-16.8% | $5,194-38.5% | $4,645-31.2% |