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 9-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 | $48,224 | $87,870-45.1% | $113,168-57.4% | $74,304-35.1% |
| Participation rate | 91.2% | 70.7%+20.4pp | 76.6%+14.6pp | 60.3%+30.8pp |
| Annual return | 22.73% | 26.44%-3.7pp | 24.27%-1.5pp | 29.43%-6.7pp |
| Employer contribution / active EE | $2,862 | $2,277+25.7% | $2,975-3.8% | $2,241+27.7% |
| Participant deferral / active EE | $5,575 | $4,241+31.4% | $5,107+9.2% | $3,767+48.0% |
| Admin fee / account holder | $4,596 | $3,368+36.4% | $12,068-61.9% | $2,969+54.8% |