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 | $3,309 | $20,316-83.7% | $66,042-95.0% | $74,304-95.5% |
| Participation rate | 94.4% | 62.8%+31.6pp | 67.5%+26.8pp | 60.3%+34.0pp |
| Annual return | 16.19% | 28.10%-11.9pp | 52.11%-35.9pp | 29.43%-13.2pp |
| Employer contribution / active EE | $388 | $745-47.9% | $1,579-75.5% | $2,241-82.7% |
| Participant deferral / active EE | $806 | $1,615-50.1% | $2,835-71.6% | $3,767-78.6% |
| Admin fee / account holder | $359 | $1,668-78.5% | $5,747-93.8% | $2,969-87.9% |