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 | $4,030 | $23,330-82.7% | $64,489-93.8% | $82,448-95.1% |
| Participation rate | 92.9% | 68.3%+24.6pp | 67.7%+25.2pp | 68.1%+24.8pp |
| Annual return | 16.83% | 83.66%-66.8pp | 55.03%-38.2pp | 41.64%-24.8pp |
| Employer contribution / active EE | $530 | $824-35.7% | $1,523-65.2% | $2,551-79.2% |
| Participant deferral / active EE | $1,833 | $1,707+7.4% | $2,778-34.0% | $4,139-55.7% |
| Admin fee / account holder | $1,228 | $2,946-58.3% | $4,260-71.2% | $7,234-83.0% |