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 | $47,964 | $88,634-45.9% | $101,326-52.7% | $74,304-35.4% |
| Participation rate | 92.4% | 76.9%+15.5pp | 81.5%+10.9pp | 60.3%+32.0pp |
| Annual return | 32.96% | 33.10%-0.1pp | 36.82%-3.9pp | 29.43%+3.5pp |
| Employer contribution / active EE | $3,733 | $2,930+27.4% | $3,665+1.9% | $2,241+66.6% |
| Participant deferral / active EE | $8,419 | $7,322+15.0% | $7,994+5.3% | $3,767+123.5% |
| Admin fee / account holder | $2,736 | $2,425+12.8% | $11,185-75.5% | $2,969-7.8% |