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 | $44,437 | $85,202-47.8% | $172,739-74.3% | $72,985-39.1% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 18.33% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,310 | $3,324-0.4% | $5,143-35.6% | $2,440+35.7% |
| Participant deferral / active EE | $2,613 | $3,260-19.9% | $5,198-49.7% | $3,607-27.6% |
| Admin fee / account holder | $3,832 | $5,884-34.9% | $13,954-72.5% | $5,124-25.2% |