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 8-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 | $36,317 | $61,156-40.6% | $185,823-80.5% | $79,386-54.3% |
| Participation rate | 86.3% | 66.6%+19.7pp | 81.7%+4.6pp | 70.7%+15.6pp |
| Annual return | 13.06% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,714 | $2,321-26.1% | $5,167-66.8% | $2,427-29.4% |
| Participant deferral / active EE | $3,791 | $2,789+35.9% | $5,568-31.9% | $4,046-6.3% |
| Admin fee / account holder | $1,392 | $710+96.1% | $16,237-91.4% | $626+122.2% |