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 5-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 | $27,876 | $45,343-38.5% | $150,298-81.5% | $67,986-59.0% |
| Participation rate | 79.8% | 51.9%+28.0pp | 77.8%+2.1pp | 57.2%+22.6pp |
| Annual return | 23.22% | 33.28%-10.1pp | 62.79%-39.6pp | 31.67%-8.4pp |
| Employer contribution / active EE | $1,833 | $1,462+25.4% | $4,154-55.9% | $2,019-9.2% |
| Participant deferral / active EE | $3,109 | $2,055+51.3% | $5,453-43.0% | $3,358-7.4% |
| Admin fee / account holder | $1,639 | $2,250-27.2% | $14,116-88.4% | $3,203-48.8% |