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 6-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 | $56,937 | $58,208-2.2% | $81,812-30.4% | $80,856-29.6% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.3%+18.3pp | 67.6%+23.0pp |
| Annual return | 22.32% | 41.66%-19.3pp | 773.79%-751.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $12,344 | $2,340+427.5% | $2,912+323.9% | $2,755+348.1% |
| Participant deferral / active EE | $3,013 | $3,281-8.2% | $4,319-30.2% | $4,296-29.9% |
| Admin fee / account holder | $4,874 | $4,981-2.2% | $7,386-34.0% | $6,918-29.5% |