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 | $33,577 | $100,923-66.7% | $150,045-77.6% | $74,304-54.8% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.3%+12.7pp | 60.3%+34.7pp |
| Annual return | 28.48% | 51.77%-23.3pp | 62.55%-34.1pp | 29.43%-1.0pp |
| Employer contribution / active EE | $3,493 | $3,463+0.9% | $4,693-25.6% | $2,241+55.8% |
| Participant deferral / active EE | $8,627 | $6,709+28.6% | $7,997+7.9% | $3,767+129.0% |
| Admin fee / account holder | $1,327 | $2,767-52.0% | $13,435-90.1% | $2,969-55.3% |