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 | $51,633 | $125,758-58.9% | $169,993-69.6% | $75,163-31.3% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.0%-8.4pp | 67.2%+11.4pp |
| Annual return | 19.66% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,824 | $4,615-38.8% | $6,785-58.4% | $2,670+5.8% |
| Participant deferral / active EE | $5,392 | $6,837-21.1% | $10,408-48.2% | $4,125+30.7% |
| Admin fee / account holder | $4,872 | $8,173-40.4% | $12,815-62.0% | $5,651-13.8% |