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 | $47,103 | $58,627-19.7% | $76,735-38.6% | $82,448-42.9% |
| Participation rate | 93.1% | 63.2%+29.9pp | 69.5%+23.6pp | 68.1%+25.0pp |
| Annual return | 16.61% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,380 | $1,729+37.7% | $2,454-3.0% | $2,551-6.7% |
| Participant deferral / active EE | $9,935 | $3,134+217.0% | $4,088+143.0% | $4,139+140.0% |
| Admin fee / account holder | $2,027 | $5,323-61.9% | $7,189-71.8% | $7,234-72.0% |