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 | $5,566 | $23,330-76.1% | $64,489-91.4% | $82,448-93.2% |
| Participation rate | 92.6% | 68.3%+24.3pp | 67.7%+24.9pp | 68.1%+24.5pp |
| Annual return | 17.73% | 83.66%-65.9pp | 55.03%-37.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $738 | $824-10.5% | $1,523-51.5% | $2,551-71.1% |
| Participant deferral / active EE | $1,656 | $1,707-3.0% | $2,778-40.4% | $4,139-60.0% |
| Admin fee / account holder | $899 | $2,946-69.5% | $4,260-78.9% | $7,234-87.6% |