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 3-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 | $42,147 | $100,923-58.2% | $150,045-71.9% | $74,304-43.3% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.3%+6.2pp | 60.3%+28.2pp |
| Annual return | 35.41% | 51.77%-16.4pp | 62.55%-27.1pp | 29.43%+6.0pp |
| Employer contribution / active EE | $4,269 | $3,463+23.3% | $4,693-9.0% | $2,241+90.5% |
| Participant deferral / active EE | $8,924 | $6,709+33.0% | $7,997+11.6% | $3,767+136.9% |
| Admin fee / account holder | $8,741 | $2,767+215.9% | $13,435-34.9% | $2,969+194.4% |