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 | $44,308 | $109,881-59.7% | $150,045-70.5% | $84,808-47.8% |
| Participation rate | 89.0% | 76.1%+12.9pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 28.87% | 28.25%+0.6pp | 62.55%-33.7pp | 40.90%-12.0pp |
| Employer contribution / active EE | $4,951 | $3,561+39.0% | $4,693+5.5% | $2,631+88.2% |
| Participant deferral / active EE | $9,693 | $6,636+46.1% | $7,997+21.2% | $4,212+130.2% |
| Admin fee / account holder | $3,799 | $8,568-55.7% | $13,435-71.7% | $7,344-48.3% |