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 5-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 | $4,080 | $23,330-82.5% | $64,489-93.7% | $82,448-95.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 67.7%+19.8pp | 68.1%+19.4pp |
| Annual return | 16.28% | 83.66%-67.4pp | 55.03%-38.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $495 | $824-40.0% | $1,523-67.5% | $2,551-80.6% |
| Participant deferral / active EE | $1,616 | $1,707-5.3% | $2,778-41.8% | $4,139-61.0% |
| Admin fee / account holder | $702 | $2,946-76.2% | $4,260-83.5% | $7,234-90.3% |