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 | $32,194 | $89,652-64.1% | $141,162-77.2% | $65,185-50.6% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.5%+15.0pp | 70.2%+27.3pp |
| Annual return | 43.68% | 32.79%+10.9pp | 71.39%-27.7pp | 29.38%+14.3pp |
| Employer contribution / active EE | $2,439 | $3,065-20.4% | $4,735-48.5% | $2,177+12.0% |
| Participant deferral / active EE | $6,802 | $5,691+19.5% | $6,709+1.4% | $3,514+93.6% |
| Admin fee / account holder | $741 | $569+30.3% | $10,261-92.8% | $847-12.6% |