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 | $85,515-48.9% | $112,040-61.0% | $67,986-35.8% |
| Participation rate | 86.4% | 68.2%+18.2pp | 76.5%+9.9pp | 57.2%+29.2pp |
| Annual return | 19.06% | 29.68%-10.6pp | 24.52%-5.5pp | 31.67%-12.6pp |
| Employer contribution / active EE | $4,381 | $2,191+99.9% | $2,954+48.3% | $2,019+117.0% |
| Participant deferral / active EE | $3,815 | $4,014-5.0% | $5,098-25.2% | $3,358+13.6% |
| Admin fee / account holder | $930 | $3,774-75.3% | $12,098-92.3% | $3,203-71.0% |