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 | $44,593 | $45,035-1.0% | $62,995-29.2% | $70,131-36.4% |
| Participation rate | 95.7% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.1pp |
| Annual return | 14.93% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,978 | $2,051-3.6% | $2,759-28.3% | $2,342-15.6% |
| Participant deferral / active EE | $4,323 | $2,465+75.4% | $3,329+29.8% | $3,332+29.8% |
| Admin fee / account holder | $3,221 | $2,834+13.7% | $3,600-10.5% | $4,645-30.7% |