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 | $64,164 | $109,881-41.6% | $150,045-57.2% | $84,808-24.3% |
| Participation rate | 92.4% | 76.1%+16.3pp | 82.3%+10.1pp | 68.3%+24.1pp |
| Annual return | 22.15% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $10,009 | $3,561+181.1% | $4,693+113.3% | $2,631+280.4% |
| Participant deferral / active EE | $17,179 | $6,636+158.9% | $7,997+114.8% | $4,212+307.9% |
| Admin fee / account holder | $4,111 | $8,568-52.0% | $13,435-69.4% | $7,344-44.0% |