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 | $32,559 | $58,512-44.4% | $84,015-61.2% | $72,985-55.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.21% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $4,477 | $1,163+285.0% | $1,983+125.7% | $2,440+83.5% |
| Participant deferral / active EE | $2,603 | $2,394+8.7% | $3,239-19.6% | $3,607-27.8% |
| Admin fee / account holder | $2,274 | $4,569-50.2% | $6,101-62.7% | $5,124-55.6% |