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 3-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 | $49,282 | $86,944-43.3% | $107,525-54.2% | $74,304-33.7% |
| Participation rate | 77.1% | 59.6%+17.5pp | 75.1%+2.0pp | 60.3%+16.7pp |
| Annual return | 28.88% | 23.52%+5.4pp | 181.32%-152.4pp | 29.43%-0.6pp |
| Employer contribution / active EE | $3,379 | $2,757+22.6% | $3,754-10.0% | $2,241+50.8% |
| Participant deferral / active EE | $5,330 | $3,554+50.0% | $5,116+4.2% | $3,767+41.5% |
| Admin fee / account holder | $2,522 | $3,727-32.3% | $8,919-71.7% | $2,969-15.0% |