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 | $21,976 | $91,190-75.9% | $178,490-87.7% | $79,858-72.5% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 21.07% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $931 | $3,256-71.4% | $5,011-81.4% | $2,471-62.3% |
| Participant deferral / active EE | $5,108 | $3,236+57.8% | $5,202-1.8% | $3,740+36.6% |
| Admin fee / account holder | $3,166 | $6,751-53.1% | $13,984-77.4% | $5,306-40.3% |