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 4-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 | $25,828 | $93,571-72.4% | $135,903-81.0% | $75,163-65.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.0pp | 67.2%+16.8pp |
| Annual return | 25.23% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $3,161 | $3,537-10.6% | $4,856-34.9% | $2,670+18.4% |
| Participant deferral / active EE | $8,333 | $6,404+30.1% | $7,758+7.4% | $4,125+102.0% |
| Admin fee / account holder | $2,220 | $6,975-68.2% | $10,762-79.4% | $5,651-60.7% |