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 | $5,075 | $24,733-79.5% | $69,647-92.7% | $74,495-93.2% |
| Participation rate | 79.9% | 63.5%+16.4pp | 66.5%+13.4pp | 67.2%+12.7pp |
| Annual return | 43.88% | 18.55%+25.3pp | 100.48%-56.6pp | 1364.94%-1321.1pp |
| Employer contribution / active EE | $460 | $1,001-54.0% | $1,712-73.1% | $2,623-82.4% |
| Participant deferral / active EE | $1,920 | $1,901+1.0% | $2,886-33.5% | $4,346-55.8% |
| Admin fee / account holder | $934 | $1,892-50.6% | $4,713-80.2% | $1,942-51.9% |