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 7-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 | $51,768 | $91,407-43.4% | $135,903-61.9% | $71,457-27.6% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.6pp | 67.9%+20.5pp |
| Annual return | 29.86% | 29.90%0pp | 68.23%-38.4pp | 28.85%+1.0pp |
| Employer contribution / active EE | $8,511 | $3,703+129.8% | $4,856+75.3% | $2,588+228.9% |
| Participant deferral / active EE | $12,965 | $7,092+82.8% | $7,758+67.1% | $4,289+202.3% |
| Admin fee / account holder | $2,779 | $1,266+119.6% | $10,762-74.2% | $1,587+75.1% |