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 7-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 | $30,936 | $81,460-62.0% | $103,333-70.1% | $80,856-61.7% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 13.86% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,794 | $3,105+54.4% | $3,868+23.9% | $2,755+74.0% |
| Participant deferral / active EE | $3,759 | $3,869-2.8% | $5,057-25.7% | $4,296-12.5% |
| Admin fee / account holder | $1,380 | $6,566-79.0% | $8,355-83.5% | $6,918-80.1% |