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 | $15,250 | $57,590-73.5% | $86,233-82.3% | $82,448-81.5% |
| Participation rate | 98.8% | 57.9%+40.9pp | 69.0%+29.7pp | 68.1%+30.7pp |
| Annual return | 35.54% | 22.41%+13.1pp | 61.39%-25.9pp | 41.64%-6.1pp |
| Employer contribution / active EE | $3,587 | $1,655+116.7% | $2,504+43.2% | $2,551+40.6% |
| Participant deferral / active EE | $6,917 | $3,080+124.6% | $4,559+51.7% | $4,139+67.1% |
| Admin fee / account holder | $4,371 | $4,730-7.6% | $8,342-47.6% | $7,234-39.6% |