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 4-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 | $45,577 | $100,923-54.8% | $150,045-69.6% | $74,304-38.7% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.3%-11.7pp | 60.3%+10.2pp |
| Annual return | 19.63% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $3,425 | $3,463-1.1% | $4,693-27.0% | $2,241+52.8% |
| Participant deferral / active EE | $6,916 | $6,709+3.1% | $7,997-13.5% | $3,767+83.6% |
| Admin fee / account holder | $11,054 | $2,767+299.5% | $13,435-17.7% | $2,969+272.3% |