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 7-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 | $57,090 | $100,923-43.4% | $150,045-62.0% | $74,304-23.2% |
| Participation rate | 89.4% | 70.1%+19.3pp | 82.3%+7.1pp | 60.3%+29.0pp |
| Annual return | 35.93% | 51.77%-15.8pp | 62.55%-26.6pp | 29.43%+6.5pp |
| Employer contribution / active EE | $4,909 | $3,463+41.7% | $4,693+4.6% | $2,241+119.0% |
| Participant deferral / active EE | $10,722 | $6,709+59.8% | $7,997+34.1% | $3,767+184.6% |
| Admin fee / account holder | $1,133 | $2,767-59.0% | $13,435-91.6% | $2,969-61.8% |