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 | $48,795 | $64,348-24.2% | $90,160-45.9% | $70,131-30.4% |
| Participation rate | 73.6% | 70.4%+3.2pp | 76.9%-3.3pp | 69.5%+4.1pp |
| Annual return | 32.13% | 28.13%+4.0pp | 34.88%-2.8pp | 73.14%-41.0pp |
| Employer contribution / active EE | $2,703 | $2,046+32.1% | $3,318-18.5% | $2,342+15.4% |
| Participant deferral / active EE | $8,062 | $4,389+83.7% | $5,288+52.5% | $3,332+142.0% |
| Admin fee / account holder | $5,310 | $3,944+34.6% | $5,943-10.7% | $4,645+14.3% |