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 | $7,467 | $47,105-84.1% | $68,368-89.1% | $67,986-89.0% |
| Participation rate | 83.7% | 51.8%+31.9pp | 73.8%+10.0pp | 57.2%+26.5pp |
| Annual return | 36.20% | 48.37%-12.2pp | 292.57%-256.4pp | 31.67%+4.5pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,034 | $2,374+69.9% | $4,123-2.2% | $3,358+20.1% |
| Admin fee / account holder | $1,054 | $2,435-56.7% | $5,150-79.5% | $3,203-67.1% |