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 9-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 | $39,702 | $65,376-39.3% | $87,100-54.4% | $65,185-39.1% |
| Participation rate | 87.0% | 75.3%+11.7pp | 76.9%+10.1pp | 70.2%+16.8pp |
| Annual return | 76.76% | 31.27%+45.5pp | 28.19%+48.6pp | 29.38%+47.4pp |
| Employer contribution / active EE | $579 | $1,822-68.2% | $2,521-77.0% | $2,177-73.4% |
| Participant deferral / active EE | $2,342 | $3,388-30.9% | $4,049-42.2% | $3,514-33.4% |
| Admin fee / account holder | $2,775 | $520+434.0% | $7,497-63.0% | $847+227.6% |