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 | $22,390 | $53,127-57.9% | $86,590-74.1% | $70,131-68.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.30% | 27.66%-6.4pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $490 | $2,068-76.3% | $2,839-82.8% | $2,342-79.1% |
| Participant deferral / active EE | $3,337 | $2,696+23.8% | $3,609-7.5% | $3,332+0.2% |
| Admin fee / account holder | $1,812 | $3,585-49.5% | $4,906-63.1% | $4,645-61.0% |