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 6-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 | $38,330 | $81,460-52.9% | $103,333-62.9% | $80,856-52.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.27% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,255 | $3,105-27.4% | $3,868-41.7% | $2,755-18.2% |
| Participant deferral / active EE | $3,548 | $3,869-8.3% | $5,057-29.9% | $4,296-17.4% |
| Admin fee / account holder | $2,986 | $6,566-54.5% | $8,355-64.3% | $6,918-56.8% |