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 | $59,713 | $89,753-33.5% | $107,525-44.5% | $84,808-29.6% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 42.89% | 29.48%+13.4pp | 181.32%-138.4pp | 40.90%+2.0pp |
| Employer contribution / active EE | $6,018 | $3,113+93.3% | $3,754+60.3% | $2,631+128.7% |
| Participant deferral / active EE | $2,307 | $4,056-43.1% | $5,116-54.9% | $4,212-45.2% |
| Admin fee / account holder | $2,738 | $7,222-62.1% | $8,919-69.3% | $7,344-62.7% |