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 | $20,195 | $81,248-75.1% | $155,509-87.0% | $80,856-75.0% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 18.55% | 33.31%-14.8pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,088 | $3,100-32.7% | $4,672-55.3% | $2,755-24.2% |
| Participant deferral / active EE | $5,193 | $3,452+50.5% | $5,626-7.7% | $4,296+20.9% |
| Admin fee / account holder | $764 | $7,997-90.4% | $15,912-95.2% | $6,918-89.0% |