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 8-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 | $16,077 | $49,915-67.8% | $154,803-89.6% | $74,304-78.4% |
| Participation rate | 80.2% | 54.0%+26.2pp | 78.1%+2.1pp | 60.3%+19.8pp |
| Annual return | 34.09% | 34.06%0pp | 58.88%-24.8pp | 29.43%+4.7pp |
| Employer contribution / active EE | $400 | $1,611-75.1% | $4,305-90.7% | $2,241-82.1% |
| Participant deferral / active EE | $3,349 | $2,255+48.5% | $5,540-39.5% | $3,767-11.1% |
| Admin fee / account holder | $406 | $2,189-81.4% | $14,329-97.2% | $2,969-86.3% |