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 7-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 | $22,286 | $81,248-72.6% | $155,509-85.7% | $80,856-72.4% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,160 | $3,100+34.2% | $4,672-11.0% | $2,755+51.0% |
| Participant deferral / active EE | $3,052 | $3,452-11.6% | $5,626-45.7% | $4,296-28.9% |
| Admin fee / account holder | $5,124 | $7,997-35.9% | $15,912-67.8% | $6,918-25.9% |