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 8-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 | $53,606 | $56,053-4.4% | $75,972-29.4% | $80,856-33.7% |
| Participation rate | 92.0% | 62.0%+30.0pp | 69.1%+22.9pp | 67.6%+24.4pp |
| Annual return | 17.77% | 20.53%-2.8pp | 359.55%-341.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,568 | $1,874+37.0% | $2,685-4.4% | $2,755-6.8% |
| Participant deferral / active EE | $6,658 | $3,052+118.2% | $4,255+56.5% | $4,296+55.0% |
| Admin fee / account holder | $1,731 | $5,234-66.9% | $6,467-73.2% | $6,918-75.0% |