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 3-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 | $3,278 | $31,310-89.5% | $53,898-93.9% | $74,304-95.6% |
| Participation rate | 80.7% | 30.7%+50.1pp | 55.0%+25.8pp | 60.3%+20.4pp |
| Annual return | 27.66% | 23.16%+4.5pp | 528.60%-500.9pp | 29.43%-1.8pp |
| Employer contribution / active EE | $526 | $450+17.0% | $932-43.5% | $2,241-76.5% |
| Participant deferral / active EE | $635 | $934-32.0% | $1,826-65.2% | $3,767-83.1% |
| Admin fee / account holder | $709 | $2,175-67.4% | $2,491-71.5% | $2,969-76.1% |