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 | $100,923-58.3% | $150,045-72.0% | $74,304-43.4% |
| Participation rate | 79.2% | 70.1%+9.2pp | 82.3%-3.1pp | 60.3%+18.9pp |
| Annual return | 16.80% | 51.77%-35.0pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,834 | $3,463-18.2% | $4,693-39.6% | $2,241+26.5% |
| Participant deferral / active EE | $6,328 | $6,709-5.7% | $7,997-20.9% | $3,767+68.0% |
| Admin fee / account holder | $3,388 | $2,767+22.5% | $13,435-74.8% | $2,969+14.1% |