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 7-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 | $24,082 | $48,230-50.1% | $67,502-64.3% | $80,856-70.2% |
| Participation rate | 74.1% | 66.4%+7.8pp | 72.9%+1.3pp | 67.6%+6.5pp |
| Annual return | 15.45% | 18.28%-2.8pp | 3512.12%-3496.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,927 | $2,020+143.9% | $2,731+80.4% | $2,755+78.8% |
| Participant deferral / active EE | $4,220 | $2,924+44.3% | $4,000+5.5% | $4,296-1.8% |
| Admin fee / account holder | $348 | $3,681-90.6% | $3,998-91.3% | $6,918-95.0% |