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 | $51,205 | $64,480-20.6% | $81,382-37.1% | $80,856-36.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.08% | 16.34%-4.3pp | 24.73%-12.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,593 | $1,978+384.9% | $2,463+289.5% | $2,755+248.2% |
| Participant deferral / active EE | $7,137 | $3,094+130.7% | $3,883+83.8% | $4,296+66.2% |
| Admin fee / account holder | $632 | $5,671-88.8% | $5,768-89.0% | $6,918-90.9% |