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 | $28,194 | $76,670-63.2% | $96,683-70.8% | $71,457-60.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 62.05% | 48.29%+13.8pp | 35.69%+26.4pp | 28.85%+33.2pp |
| Employer contribution / active EE | $3,011 | $3,031-0.7% | $3,737-19.4% | $2,588+16.4% |
| Participant deferral / active EE | $2,120 | $3,771-43.8% | $4,878-56.5% | $4,289-50.6% |
| Admin fee / account holder | $1,409 | $2,028-30.5% | $6,730-79.1% | $1,587-11.2% |