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 8-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 | $37,755 | $91,407-58.7% | $135,903-72.2% | $71,457-47.2% |
| Participation rate | 94.3% | 75.7%+18.7pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 26.76% | 29.90%-3.1pp | 68.23%-41.5pp | 28.85%-2.1pp |
| Employer contribution / active EE | $4,627 | $3,703+24.9% | $4,856-4.7% | $2,588+78.8% |
| Participant deferral / active EE | $8,668 | $7,092+22.2% | $7,758+11.7% | $4,289+102.1% |
| Admin fee / account holder | $3,387 | $1,266+167.6% | $10,762-68.5% | $1,587+113.4% |