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 7-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 | $9,115 | $45,343-79.9% | $150,298-93.9% | $67,986-86.6% |
| Participation rate | 78.7% | 51.9%+26.9pp | 77.8%+1.0pp | 57.2%+21.5pp |
| Annual return | 18.04% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $916 | $1,462-37.4% | $4,154-78.0% | $2,019-54.6% |
| Participant deferral / active EE | $2,861 | $2,055+39.2% | $5,453-47.5% | $3,358-14.8% |
| Admin fee / account holder | $1,053 | $2,250-53.2% | $14,116-92.5% | $3,203-67.1% |