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 5-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 | $37,618 | $78,672-52.2% | $109,143-65.5% | $85,850-56.2% |
| Participation rate | 87.2% | 68.3%+18.9pp | 75.9%+11.3pp | 69.3%+17.9pp |
| Annual return | 15.86% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,129 | $2,735-22.1% | $3,722-42.8% | $2,565-17.0% |
| Participant deferral / active EE | $5,011 | $3,467+44.5% | $4,653+7.7% | $3,952+26.8% |
| Admin fee / account holder | $4,835 | $5,469-11.6% | $6,752-28.4% | $6,260-22.8% |