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 | $33,526 | $78,485-57.3% | $106,213-68.4% | $74,495-55.0% |
| Participation rate | 90.8% | 72.8%+18.0pp | 75.3%+15.5pp | 67.2%+23.6pp |
| Annual return | 17.70% | 15.95%+1.8pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,836 | $2,523+52.0% | $3,171+20.9% | $2,623+46.2% |
| Participant deferral / active EE | $2,189 | $4,322-49.4% | $5,016-56.4% | $4,346-49.6% |
| Admin fee / account holder | $985 | $2,232-55.9% | $11,033-91.1% | $1,942-49.3% |