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 | $39,154 | $54,701-28.4% | $86,188-54.6% | $71,457-45.2% |
| Participation rate | 93.1% | 60.1%+33.0pp | 69.0%+24.1pp | 67.9%+25.1pp |
| Annual return | 22.38% | 20.06%+2.3pp | 1168.45%-1146.1pp | 28.85%-6.5pp |
| Employer contribution / active EE | $666 | $1,265-47.4% | $2,380-72.0% | $2,588-74.3% |
| Participant deferral / active EE | $4,581 | $3,108+47.4% | $3,985+15.0% | $4,289+6.8% |
| Admin fee / account holder | $3,955 | $1,922+105.8% | $6,852-42.3% | $1,587+149.2% |