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 8-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 | $27,038 | $80,138-66.3% | $130,231-79.2% | $71,457-62.2% |
| Participation rate | 71.6% | 71.0%+0.5pp | 76.3%-4.7pp | 67.9%+3.6pp |
| Annual return | 18.88% | 16.81%+2.1pp | 38.77%-19.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,675 | $2,834-40.9% | $4,126-59.4% | $2,588-35.3% |
| Participant deferral / active EE | $2,716 | $4,641-41.5% | $6,799-60.0% | $4,289-36.7% |
| Admin fee / account holder | $617 | $1,035-40.4% | $6,020-89.8% | $1,587-61.1% |