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 | $4,614 | $20,316-77.3% | $66,042-93.0% | $74,304-93.8% |
| Participation rate | 74.1% | 62.8%+11.4pp | 67.5%+6.6pp | 60.3%+13.8pp |
| Annual return | 18.11% | 28.10%-10.0pp | 52.11%-34.0pp | 29.43%-11.3pp |
| Employer contribution / active EE | $401 | $745-46.1% | $1,579-74.6% | $2,241-82.1% |
| Participant deferral / active EE | $1,420 | $1,615-12.1% | $2,835-49.9% | $3,767-62.3% |
| Admin fee / account holder | $1,291 | $1,668-22.6% | $5,747-77.5% | $2,969-56.5% |