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 3-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 | $25,541 | $80,717-68.4% | $154,803-83.5% | $84,808-69.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.49% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,617 | $2,761-5.2% | $4,305-39.2% | $2,631-0.5% |
| Participant deferral / active EE | $1,948 | $3,303-41.0% | $5,540-64.8% | $4,212-53.8% |
| Admin fee / account holder | $2,381 | $6,746-64.7% | $14,329-83.4% | $7,344-67.6% |