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 9-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 | $49,253 | $87,870-43.9% | $113,168-56.5% | $74,304-33.7% |
| Participation rate | 93.9% | 70.7%+23.2pp | 76.6%+17.3pp | 60.3%+33.6pp |
| Annual return | 20.41% | 26.44%-6.0pp | 24.27%-3.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,215 | $2,277+41.2% | $2,975+8.1% | $2,241+43.5% |
| Participant deferral / active EE | $10,848 | $4,241+155.8% | $5,107+112.4% | $3,767+188.0% |
| Admin fee / account holder | $5,141 | $3,368+52.6% | $12,068-57.4% | $2,969+73.2% |