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 | $27,259 | $92,985-70.7% | $153,485-82.2% | $80,856-66.3% |
| Participation rate | 85.1% | 69.0%+16.2pp | 77.1%+8.1pp | 67.6%+17.5pp |
| Annual return | 23.22% | 19.95%+3.3pp | 15.65%+7.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $5,066 | $3,507+44.4% | $5,039+0.5% | $2,755+83.9% |
| Participant deferral / active EE | $8,779 | $5,178+69.6% | $6,757+29.9% | $4,296+104.4% |
| Admin fee / account holder | $1,138 | $8,880-87.2% | $12,724-91.1% | $6,918-83.5% |