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 | $31,567 | $52,406-39.8% | $129,207-75.6% | $74,495-57.6% |
| Participation rate | 94.3% | 53.8%+40.5pp | 69.6%+24.7pp | 67.2%+27.1pp |
| Annual return | 29.49% | 15.66%+13.8pp | 9417.33%-9387.8pp | 1364.94%-1335.4pp |
| Employer contribution / active EE | $5,902 | $1,531+285.6% | $4,153+42.1% | $2,623+125.0% |
| Participant deferral / active EE | $8,541 | $2,794+205.7% | $4,168+104.9% | $4,346+96.5% |
| Admin fee / account holder | $1,044 | $2,633-60.4% | $7,715-86.5% | $1,942-46.2% |