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 | $23,330-92.4% | $64,489-97.2% | $82,448-97.8% |
| Participation rate | 71.7% | 68.3%+3.4pp | 67.7%+4.0pp | 68.1%+3.6pp |
| Annual return | 17.76% | 83.66%-65.9pp | 55.03%-37.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $616 | $824-25.3% | $1,523-59.5% | $2,551-75.8% |
| Participant deferral / active EE | $1,337 | $1,707-21.7% | $2,778-51.9% | $4,139-67.7% |
| Admin fee / account holder | $545 | $2,946-81.5% | $4,260-87.2% | $7,234-92.5% |