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 | $32,857 | $93,571-64.9% | $135,903-75.8% | $75,163-56.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 33.57% | 30.90%+2.7pp | 68.23%-34.7pp | 160.62%-127.0pp |
| Employer contribution / active EE | $4,229 | $3,537+19.6% | $4,856-12.9% | $2,670+58.4% |
| Participant deferral / active EE | $6,088 | $6,404-4.9% | $7,758-21.5% | $4,125+47.6% |
| Admin fee / account holder | $3,598 | $6,975-48.4% | $10,762-66.6% | $5,651-36.3% |