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 10-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 | $80,922 | $91,552-11.6% | $133,956-39.6% | $79,858+1.3% |
| Participation rate | 98.8% | 73.3%+25.4pp | 79.8%+18.9pp | 69.6%+29.1pp |
| Annual return | 15.40% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,139 | $2,384-10.3% | $3,919-45.4% | $2,471-13.4% |
| Participant deferral / active EE | $2,596 | $3,733-30.5% | $5,048-48.6% | $3,740-30.6% |
| Admin fee / account holder | $5,664 | $6,321-10.4% | $8,927-36.6% | $5,306+6.7% |