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 9-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 | $56,577 | $94,625-40.2% | $116,228-51.3% | $84,808-33.3% |
| Participation rate | 99.0% | 70.4%+28.5pp | 74.6%+24.4pp | 68.3%+30.7pp |
| Annual return | 19.47% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,018 | $2,347+113.8% | $2,994+67.6% | $2,631+90.7% |
| Participant deferral / active EE | $5,985 | $3,972+50.7% | $4,953+20.8% | $4,212+42.1% |
| Admin fee / account holder | $2,053 | $10,091-79.7% | $11,989-82.9% | $7,344-72.1% |