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 | $58,476 | $95,416-38.7% | $185,823-68.5% | $85,850-31.9% |
| Participation rate | 81.9% | 68.8%+13.2pp | 81.7%+0.2pp | 69.3%+12.6pp |
| Annual return | 15.88% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,568 | $3,314-22.5% | $5,167-50.3% | $2,565+0.1% |
| Participant deferral / active EE | $4,720 | $3,423+37.9% | $5,568-15.2% | $3,952+19.5% |
| Admin fee / account holder | $2,708 | $7,213-62.5% | $16,237-83.3% | $6,260-56.7% |