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 9-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 | $40,002 | $51,045-21.6% | $70,515-43.3% | $71,457-44.0% |
| Participation rate | 82.3% | 59.4%+22.9pp | 68.3%+14.0pp | 67.9%+14.4pp |
| Annual return | 20.07% | 42.63%-22.6pp | 32.77%-12.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,077 | $1,790+16.0% | $2,973-30.2% | $2,588-19.7% |
| Participant deferral / active EE | $4,113 | $3,026+35.9% | $4,567-9.9% | $4,289-4.1% |
| Admin fee / account holder | $2,711 | $1,994+36.0% | $6,412-57.7% | $1,587+70.8% |