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 | $20,619 | $47,105-56.2% | $68,368-69.8% | $67,986-69.7% |
| Participation rate | 89.2% | 51.8%+37.4pp | 73.8%+15.5pp | 57.2%+32.0pp |
| Annual return | 0.00% | 48.37%-48.4pp | 292.57%-292.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $1,296 | $1,859-30.3% | $2,649-51.1% | $2,019-35.8% |
| Participant deferral / active EE | $2,036 | $2,374-14.3% | $4,123-50.6% | $3,358-39.4% |
| Admin fee / account holder | $505 | $2,435-79.3% | $5,150-90.2% | $3,203-84.2% |