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 6-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 | $46,930 | $69,477-32.5% | $94,646-50.4% | $71,457-34.3% |
| Participation rate | 97.1% | 78.4%+18.6pp | 80.8%+16.2pp | 67.9%+29.1pp |
| Annual return | 33.28% | 29.66%+3.6pp | 156.71%-123.4pp | 28.85%+4.4pp |
| Employer contribution / active EE | $3,938 | $2,853+38.0% | $3,672+7.2% | $2,588+52.2% |
| Participant deferral / active EE | $7,613 | $7,345+3.6% | $7,418+2.6% | $4,289+77.5% |
| Admin fee / account holder | $1,768 | $1,210+46.1% | $7,231-75.6% | $1,587+11.4% |