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 10-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 | $47,303 | $63,346-25.3% | $92,233-48.7% | $70,131-32.6% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 19.75% | 530.12%-510.4pp | 176.28%-156.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,184 | $2,471+28.8% | $3,679-13.5% | $2,342+35.9% |
| Participant deferral / active EE | $2,907 | $2,854+1.9% | $3,897-25.4% | $3,332-12.7% |
| Admin fee / account holder | $2,009 | $3,840-47.7% | $5,194-61.3% | $4,645-56.7% |