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 9-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 | $40,270 | $93,571-57.0% | $135,903-70.4% | $75,163-46.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.38% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $4,283 | $3,537+21.1% | $4,856-11.8% | $2,670+60.4% |
| Participant deferral / active EE | $8,748 | $6,404+36.6% | $7,758+12.8% | $4,125+112.1% |
| Admin fee / account holder | $1,026 | $6,975-85.3% | $10,762-90.5% | $5,651-81.8% |