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 | $72,113 | $88,360-18.4% | $145,433-50.4% | $67,986+6.1% |
| Participation rate | 86.5% | 65.5%+21.1pp | 82.1%+4.4pp | 57.2%+29.3pp |
| Annual return | 72.25% | 63.15%+9.1pp | 66.58%+5.7pp | 31.67%+40.6pp |
| Employer contribution / active EE | $5,774 | $3,054+89.1% | $4,554+26.8% | $2,019+186.0% |
| Participant deferral / active EE | $13,159 | $5,932+121.8% | $7,897+66.6% | $3,358+291.9% |
| Admin fee / account holder | $8,340 | $3,313+151.7% | $13,129-36.5% | $3,203+160.4% |