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 | $42,049 | $88,360-52.4% | $145,433-71.1% | $67,986-38.2% |
| Participation rate | 79.2% | 65.5%+13.8pp | 82.1%-2.9pp | 57.2%+22.0pp |
| Annual return | 16.80% | 63.15%-46.3pp | 66.58%-49.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $2,834 | $3,054-7.2% | $4,554-37.8% | $2,019+40.4% |
| Participant deferral / active EE | $6,328 | $5,932+6.7% | $7,897-19.9% | $3,358+88.4% |
| Admin fee / account holder | $3,388 | $3,313+2.3% | $13,129-74.2% | $3,203+5.8% |