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 | $1,782 | $24,730-92.8% | $66,042-97.3% | $84,808-97.9% |
| Participation rate | 71.7% | 68.1%+3.6pp | 67.5%+4.2pp | 68.3%+3.4pp |
| Annual return | 17.76% | 79.55%-61.8pp | 52.11%-34.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $616 | $857-28.1% | $1,579-61.0% | $2,631-76.6% |
| Participant deferral / active EE | $1,337 | $1,737-23.1% | $2,835-52.9% | $4,212-68.3% |
| Admin fee / account holder | $545 | $3,014-81.9% | $5,747-90.5% | $7,344-92.6% |