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 | $27,898 | $51,045-45.3% | $70,515-60.4% | $71,457-61.0% |
| Participation rate | 95.7% | 59.4%+36.3pp | 68.3%+27.4pp | 67.9%+27.8pp |
| Annual return | 24.77% | 42.63%-17.9pp | 32.77%-8.0pp | 28.85%-4.1pp |
| Employer contribution / active EE | $3,143 | $1,790+75.6% | $2,973+5.7% | $2,588+21.5% |
| Participant deferral / active EE | $6,255 | $3,026+106.7% | $4,567+37.0% | $4,289+45.8% |
| Admin fee / account holder | $2,241 | $1,994+12.4% | $6,412-65.0% | $1,587+41.2% |