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 | $42,218 | $80,717-47.7% | $154,803-72.7% | $84,808-50.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.05% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,435 | $2,761+60.6% | $4,305+3.0% | $2,631+68.6% |
| Participant deferral / active EE | $4,486 | $3,303+35.8% | $5,540-19.0% | $4,212+6.5% |
| Admin fee / account holder | $4,101 | $6,746-39.2% | $14,329-71.4% | $7,344-44.2% |