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 6-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 | $23,200 | $59,097-60.7% | $82,389-71.8% | $74,304-68.8% |
| Participation rate | 87.4% | 52.8%+34.6pp | 69.5%+17.8pp | 60.3%+27.0pp |
| Annual return | 71.11% | 22.85%+48.3pp | 28.67%+42.4pp | 29.43%+41.7pp |
| Employer contribution / active EE | $1,422 | $1,601-11.2% | $2,517-43.5% | $2,241-36.5% |
| Participant deferral / active EE | $4,041 | $2,775+45.6% | $4,155-2.7% | $3,767+7.3% |
| Admin fee / account holder | $2,731 | $4,489-39.2% | $7,231-62.2% | $2,969-8.0% |