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 | $46,161 | $100,923-54.3% | $150,045-69.2% | $74,304-37.9% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.3%-12.3pp | 60.3%+9.7pp |
| Annual return | 21.08% | 51.77%-30.7pp | 62.55%-41.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $3,968 | $3,463+14.6% | $4,693-15.5% | $2,241+77.0% |
| Participant deferral / active EE | $10,803 | $6,709+61.0% | $7,997+35.1% | $3,767+186.8% |
| Admin fee / account holder | $2,805 | $2,767+1.4% | $13,435-79.1% | $2,969-5.5% |