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 4-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 | $25,592 | $59,097-56.7% | $82,389-68.9% | $74,304-65.6% |
| Participation rate | 91.9% | 52.8%+39.1pp | 69.5%+22.3pp | 60.3%+31.5pp |
| Annual return | 24.47% | 22.85%+1.6pp | 28.67%-4.2pp | 29.43%-5.0pp |
| Employer contribution / active EE | $3,025 | $1,601+89.0% | $2,517+20.2% | $2,241+35.0% |
| Participant deferral / active EE | $4,569 | $2,775+64.6% | $4,155+10.0% | $3,767+21.3% |
| Admin fee / account holder | $1,839 | $4,489-59.0% | $7,231-74.6% | $2,969-38.1% |