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 | $37,587 | $78,705-52.2% | $117,854-68.1% | $70,131-46.4% |
| Participation rate | 83.7% | 73.2%+10.5pp | 79.7%+4.1pp | 69.5%+14.2pp |
| Annual return | 26.01% | 23.30%+2.7pp | 335.08%-309.1pp | 73.14%-47.1pp |
| Employer contribution / active EE | $3,367 | $2,223+51.5% | $3,786-11.1% | $2,342+43.8% |
| Participant deferral / active EE | $5,997 | $3,297+81.9% | $4,482+33.8% | $3,332+80.0% |
| Admin fee / account holder | $2,608 | $5,065-48.5% | $8,020-67.5% | $4,645-43.9% |