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 4-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 | $15,250 | $60,022-74.6% | $88,946-82.9% | $84,808-82.0% |
| Participation rate | 98.8% | 57.8%+40.9pp | 68.8%+29.9pp | 68.3%+30.5pp |
| Annual return | 35.54% | 22.43%+13.1pp | 57.82%-22.3pp | 40.90%-5.4pp |
| Employer contribution / active EE | $3,587 | $1,703+110.7% | $2,555+40.4% | $2,631+36.3% |
| Participant deferral / active EE | $6,917 | $3,114+122.2% | $4,581+51.0% | $4,212+64.2% |
| Admin fee / account holder | $4,371 | $4,811-9.1% | $8,261-47.1% | $7,344-40.5% |