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 | $2,431 | $25,014-90.3% | $69,647-96.5% | $80,856-97.0% |
| Participation rate | 77.6% | 64.2%+13.3pp | 66.5%+11.1pp | 67.6%+9.9pp |
| Annual return | 15.94% | 19.07%-3.1pp | 100.48%-84.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $900 | $993-9.3% | $1,712-47.4% | $2,755-67.3% |
| Participant deferral / active EE | $1,911 | $1,839+3.9% | $2,886-33.8% | $4,296-55.5% |
| Admin fee / account holder | $422 | $2,488-83.0% | $4,713-91.0% | $6,918-93.9% |