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 6-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 | $24,768 | $80,717-69.3% | $154,803-84.0% | $84,808-70.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.6pp | 68.3%+24.3pp |
| Annual return | 41.52% | 37.96%+3.6pp | 58.88%-17.4pp | 40.90%+0.6pp |
| Employer contribution / active EE | $1,029 | $2,761-62.7% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $3,312 | $3,303+0.3% | $5,540-40.2% | $4,212-21.4% |
| Admin fee / account holder | $1,595 | $6,746-76.4% | $14,329-88.9% | $7,344-78.3% |