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 | $27,380 | $75,183-63.6% | $123,892-77.9% | $55,167-50.4% |
| Participation rate | 90.1% | 72.8%+17.3pp | 81.4%+8.7pp | 69.0%+21.1pp |
| Annual return | 22.92% | 19.01%+3.9pp | 47.52%-24.6pp | 169.23%-146.3pp |
| Employer contribution / active EE | $4,032 | $2,823+42.8% | $4,617-12.7% | $1,963+105.4% |
| Participant deferral / active EE | $8,217 | $5,084+61.6% | $5,984+37.3% | $3,054+169.1% |
| Admin fee / account holder | $1,729 | $663+161.0% | $8,357-79.3% | $504+243.1% |