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 | $82,879-42.1% | $96,576-50.3% | $67,986-29.5% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.4%+10.9pp | 57.2%+35.2pp |
| Annual return | 32.96% | 36.90%-3.9pp | 38.47%-5.5pp | 31.67%+1.3pp |
| Employer contribution / active EE | $3,733 | $2,727+36.9% | $3,553+5.1% | $2,019+84.9% |
| Participant deferral / active EE | $8,419 | $6,976+20.7% | $7,956+5.8% | $3,358+150.7% |
| Admin fee / account holder | $2,736 | $2,783-1.7% | $11,381-76.0% | $3,203-14.6% |