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 6-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 | $19,268 | $39,122-50.7% | $57,179-66.3% | $62,891-69.4% |
| Participation rate | 84.7% | 70.5%+14.2pp | 75.3%+9.4pp | 69.3%+15.4pp |
| Annual return | 17.89% | 9.23%+8.7pp | 14.59%+3.3pp | 20.14%-2.3pp |
| Employer contribution / active EE | $3,728 | $1,874+98.9% | $2,682+39.0% | $2,281+63.5% |
| Participant deferral / active EE | $2,394 | $2,374+0.8% | $3,096-22.7% | $3,203-25.3% |
| Admin fee / account holder | $1,114 | $2,592-57.0% | $3,139-64.5% | $4,296-74.1% |