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 | $40,291 | $93,571-56.9% | $135,903-70.4% | $75,163-46.4% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.0pp | 67.2%+20.8pp |
| Annual return | 19.69% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,668 | $3,537-24.5% | $4,856-45.1% | $2,670-0.1% |
| Participant deferral / active EE | $6,217 | $6,404-2.9% | $7,758-19.9% | $4,125+50.7% |
| Admin fee / account holder | $2,189 | $6,975-68.6% | $10,762-79.7% | $5,651-61.3% |