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 | $24,730-77.5% | $66,042-91.6% | $84,808-93.4% |
| Participation rate | 92.6% | 68.1%+24.5pp | 67.5%+25.1pp | 68.3%+24.3pp |
| Annual return | 17.73% | 79.55%-61.8pp | 52.11%-34.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $738 | $857-13.8% | $1,579-53.3% | $2,631-71.9% |
| Participant deferral / active EE | $1,656 | $1,737-4.7% | $2,835-41.6% | $4,212-60.7% |
| Admin fee / account holder | $899 | $3,014-70.2% | $5,747-84.4% | $7,344-87.8% |