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 | $6,615 | $24,730-73.3% | $66,042-90.0% | $84,808-92.2% |
| Participation rate | 86.6% | 68.1%+18.5pp | 67.5%+19.1pp | 68.3%+18.3pp |
| Annual return | 17.74% | 79.55%-61.8pp | 52.11%-34.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $771 | $857-10.0% | $1,579-51.2% | $2,631-70.7% |
| Participant deferral / active EE | $1,868 | $1,737+7.5% | $2,835-34.1% | $4,212-55.6% |
| Admin fee / account holder | $624 | $3,014-79.3% | $5,747-89.1% | $7,344-91.5% |