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 7-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 | $41,286 | $86,944-52.5% | $107,525-61.6% | $74,304-44.4% |
| Participation rate | 75.8% | 59.6%+16.3pp | 75.1%+0.8pp | 60.3%+15.5pp |
| Annual return | 30.68% | 23.52%+7.2pp | 181.32%-150.6pp | 29.43%+1.3pp |
| Employer contribution / active EE | $3,841 | $2,757+39.3% | $3,754+2.3% | $2,241+71.4% |
| Participant deferral / active EE | $6,071 | $3,554+70.8% | $5,116+18.7% | $3,767+61.2% |
| Admin fee / account holder | $5,085 | $3,727+36.5% | $8,919-43.0% | $2,969+71.3% |