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 | $26,468 | $89,652-70.5% | $141,162-81.2% | $65,185-59.4% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 44.99% | 32.79%+12.2pp | 71.39%-26.4pp | 29.38%+15.6pp |
| Employer contribution / active EE | $3,199 | $3,065+4.4% | $4,735-32.4% | $2,177+47.0% |
| Participant deferral / active EE | $5,849 | $5,691+2.8% | $6,709-12.8% | $3,514+66.5% |
| Admin fee / account holder | $1,442 | $569+153.7% | $10,261-85.9% | $847+70.3% |