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 | $18,298 | $56,140-67.4% | $76,190-76.0% | $74,495-75.4% |
| Participation rate | 78.4% | 62.6%+15.8pp | 79.3%-0.9pp | 67.2%+11.2pp |
| Annual return | 13.57% | 13.87%-0.3pp | 13.78%-0.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,861 | $2,881-35.4% | $4,578-59.3% | $2,623-29.0% |
| Participant deferral / active EE | $3,837 | $3,154+21.6% | $5,474-29.9% | $4,346-11.7% |
| Admin fee / account holder | $2,273 | $776+193.0% | $5,123-55.6% | $1,942+17.1% |