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 | $45,973 | $83,369-44.9% | $105,223-56.3% | $67,986-32.4% |
| Participation rate | 83.8% | 56.3%+27.5pp | 75.0%+8.7pp | 57.2%+26.6pp |
| Annual return | 15.97% | 24.64%-8.7pp | 180.65%-164.7pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,544 | $2,541-39.2% | $3,689-58.1% | $2,019-23.5% |
| Participant deferral / active EE | $3,676 | $3,295+11.6% | $5,072-27.5% | $3,358+9.5% |
| Admin fee / account holder | $2,110 | $4,073-48.2% | $8,859-76.2% | $3,203-34.1% |