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 | $85,515-42.4% | $112,040-56.0% | $67,986-27.6% |
| Participation rate | 93.9% | 68.2%+25.7pp | 76.5%+17.4pp | 57.2%+36.7pp |
| Annual return | 20.41% | 29.68%-9.3pp | 24.52%-4.1pp | 31.67%-11.3pp |
| Employer contribution / active EE | $3,215 | $2,191+46.7% | $2,954+8.8% | $2,019+59.3% |
| Participant deferral / active EE | $10,848 | $4,014+170.3% | $5,098+112.8% | $3,358+223.1% |
| Admin fee / account holder | $5,141 | $3,774+36.2% | $12,098-57.5% | $3,203+60.5% |