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 | $49,409 | $138,347-64.3% | $184,203-73.2% | $80,856-38.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 14.90% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,653 | $4,850+16.5% | $6,427-12.0% | $2,755+105.2% |
| Participant deferral / active EE | $11,562 | $7,071+63.5% | $9,131+26.6% | $4,296+169.2% |
| Admin fee / account holder | $5,654 | $10,483-46.1% | $13,901-59.3% | $6,918-18.3% |