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 | $30,915 | $93,571-67.0% | $135,903-77.3% | $75,163-58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.95% | 30.90%-9.0pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,283 | $3,537-7.2% | $4,856-32.4% | $2,670+23.0% |
| Participant deferral / active EE | $5,229 | $6,404-18.3% | $7,758-32.6% | $4,125+26.8% |
| Admin fee / account holder | $1,176 | $6,975-83.1% | $10,762-89.1% | $5,651-79.2% |