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 4-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 | $49,279 | $100,923-51.2% | $150,045-67.2% | $74,304-33.7% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.3%-7.8pp | 60.3%+14.2pp |
| Annual return | 24.16% | 51.77%-27.6pp | 62.55%-38.4pp | 29.43%-5.3pp |
| Employer contribution / active EE | $4,421 | $3,463+27.6% | $4,693-5.8% | $2,241+97.3% |
| Participant deferral / active EE | $8,699 | $6,709+29.6% | $7,997+8.8% | $3,767+130.9% |
| Admin fee / account holder | $1,610 | $2,767-41.8% | $13,435-88.0% | $2,969-45.8% |