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 | $100,923-28.5% | $150,045-51.9% | $74,304-2.9% |
| Participation rate | 86.5% | 70.1%+16.5pp | 82.3%+4.2pp | 60.3%+26.2pp |
| Annual return | 72.25% | 51.77%+20.5pp | 62.55%+9.7pp | 29.43%+42.8pp |
| Employer contribution / active EE | $5,774 | $3,463+66.7% | $4,693+23.0% | $2,241+157.6% |
| Participant deferral / active EE | $13,159 | $6,709+96.1% | $7,997+64.5% | $3,767+249.3% |
| Admin fee / account holder | $8,340 | $2,767+201.4% | $13,435-37.9% | $2,969+180.9% |