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 3-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 | $40,354 | $65,561-38.4% | $91,541-55.9% | $74,304-45.7% |
| Participation rate | 70.1% | 56.6%+13.6pp | 69.8%+0.4pp | 60.3%+9.8pp |
| Annual return | 23.66% | 17.68%+6.0pp | 20.50%+3.2pp | 29.43%-5.8pp |
| Employer contribution / active EE | $1,372 | $1,717-20.1% | $2,505-45.2% | $2,241-38.8% |
| Participant deferral / active EE | $5,778 | $2,918+98.0% | $4,008+44.2% | $3,767+53.4% |
| Admin fee / account holder | $2,110 | $3,333-36.7% | $6,956-69.7% | $2,969-28.9% |