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 6-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 | $36,529 | $62,409-41.5% | $120,368-69.7% | $74,546-51.0% |
| Participation rate | 73.0% | 56.8%+16.2pp | 71.9%+1.1pp | 67.2%+5.8pp |
| Annual return | 22.21% | 18.62%+3.6pp | 107.26%-85.1pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $3,361 | $1,847+82.0% | $3,465-3.0% | $2,624+28.1% |
| Participant deferral / active EE | $6,284 | $2,888+117.6% | $4,991+25.9% | $4,347+44.5% |
| Admin fee / account holder | $2,016 | $2,394-15.8% | $9,429-78.6% | $1,944+3.7% |