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 | $27,161 | $80,673-66.3% | $101,326-73.2% | $84,808-68.0% |
| Participation rate | 83.3% | 77.8%+5.6pp | 81.5%+1.8pp | 68.3%+15.0pp |
| Annual return | 23.77% | 38.95%-15.2pp | 36.82%-13.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,728 | $2,698+1.1% | $3,665-25.6% | $2,631+3.7% |
| Participant deferral / active EE | $5,776 | $6,840-15.6% | $7,994-27.8% | $4,212+37.1% |
| Admin fee / account holder | $799 | $12,784-93.8% | $11,185-92.9% | $7,344-89.1% |