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 | $30,151 | $55,453-45.6% | $170,442-82.3% | $62,292-51.6% |
| Participation rate | 83.8% | 66.4%+17.4pp | 83.6%+0.2pp | 69.5%+14.3pp |
| Annual return | 20.51% | 21.38%-0.9pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,426 | $2,164+12.1% | $5,433-55.4% | $2,042+18.8% |
| Participant deferral / active EE | $4,008 | $2,303+74.0% | $4,939-18.9% | $3,169+26.5% |
| Admin fee / account holder | $1,476 | $455+224.4% | $13,880-89.4% | $479+208.0% |