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 | $43,670 | $87,870-50.3% | $113,168-61.4% | $74,304-41.2% |
| Participation rate | 86.4% | 70.7%+15.7pp | 76.6%+9.9pp | 60.3%+26.1pp |
| Annual return | 19.06% | 26.44%-7.4pp | 24.27%-5.2pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,381 | $2,277+92.4% | $2,975+47.2% | $2,241+95.5% |
| Participant deferral / active EE | $3,815 | $4,241-10.0% | $5,107-25.3% | $3,767+1.3% |
| Admin fee / account holder | $930 | $3,368-72.4% | $12,068-92.3% | $2,969-68.7% |