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 | $63,959 | $63,355+1.0% | $91,989-30.5% | $72,985-12.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.98% | 35.35%-8.4pp | 69.02%-42.0pp | 81.00%-54.0pp |
| Employer contribution / active EE | $4,009 | $2,116+89.5% | $3,452+16.1% | $2,440+64.3% |
| Participant deferral / active EE | $7,498 | $4,883+53.6% | $5,923+26.6% | $3,607+107.9% |
| Admin fee / account holder | $1,534 | $4,668-67.1% | $7,743-80.2% | $5,124-70.1% |