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 | $71,268 | $84,556-15.7% | $116,228-38.7% | $74,304-4.1% |
| Participation rate | 93.3% | 66.0%+27.3pp | 74.6%+18.8pp | 60.3%+33.0pp |
| Annual return | 34.31% | 18.35%+16.0pp | 90.06%-55.7pp | 29.43%+4.9pp |
| Employer contribution / active EE | $7,334 | $2,168+238.3% | $2,994+144.9% | $2,241+227.2% |
| Participant deferral / active EE | $15,320 | $3,814+301.6% | $4,953+209.3% | $3,767+306.7% |
| Admin fee / account holder | $3,630 | $3,792-4.3% | $11,989-69.7% | $2,969+22.3% |