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 6-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 | $27,265 | $72,137-62.2% | $142,449-80.9% | $71,457-61.8% |
| Participation rate | 82.1% | 71.7%+10.4pp | 76.8%+5.4pp | 67.9%+14.2pp |
| Annual return | 57.30% | 21.15%+36.1pp | 19.99%+37.3pp | 28.85%+28.5pp |
| Employer contribution / active EE | $3,865 | $3,793+1.9% | $4,847-20.3% | $2,588+49.4% |
| Participant deferral / active EE | $7,767 | $5,280+47.1% | $6,283+23.6% | $4,289+81.1% |
| Admin fee / account holder | $1,511 | $1,433+5.4% | $10,011-84.9% | $1,587-4.8% |