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 | $29,254 | $180,101-83.8% | $121,098-75.8% | - |
| Participation rate | 81.8% | 65.2%+16.6pp | 69.5%+12.3pp | - |
| Annual return | 21.40% | 26.55%-5.1pp | 985.75%-964.3pp | - |
| Employer contribution / active EE | $2,614 | $2,353+11.1% | $4,164-37.2% | - |
| Participant deferral / active EE | $4,810 | $4,104+17.2% | $4,080+17.9% | - |
| Admin fee / account holder | $2,278 | $23,406-90.3% | $5,644-59.6% | - |