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 | $30,856 | $80,968-61.9% | $96,544-68.0% | $75,163-58.9% |
| Participation rate | 92.2% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.0pp |
| Annual return | 26.54% | 27.06%-0.5pp | 25.84%+0.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,078 | $2,282-8.9% | $2,965-29.9% | $2,670-22.2% |
| Participant deferral / active EE | $8,181 | $3,928+108.3% | $4,851+68.7% | $4,125+98.3% |
| Admin fee / account holder | $1,803 | $6,724-73.2% | $8,252-78.2% | $5,651-68.1% |