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 | $56,317-86.7% | $71,209-89.5% | $74,304-90.0% |
| Participation rate | 83.7% | 55.1%+28.6pp | 73.8%+10.0pp | 60.3%+23.4pp |
| Annual return | 36.20% | 42.83%-6.6pp | 282.51%-246.3pp | 29.43%+6.8pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,034 | $2,788+44.7% | $4,175-3.4% | $3,767+7.1% |
| Admin fee / account holder | $1,054 | $2,290-54.0% | $5,349-80.3% | $2,969-64.5% |