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 9-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 | $53,164 | $66,098-19.6% | $101,794-47.8% | $74,304-28.5% |
| Participation rate | 76.5% | 53.8%+22.8pp | 69.2%+7.3pp | 60.3%+16.2pp |
| Annual return | 25.16% | 19.59%+5.6pp | 30.53%-5.4pp | 29.43%-4.3pp |
| Employer contribution / active EE | $3,680 | $1,082+240.3% | $2,289+60.8% | $2,241+64.2% |
| Participant deferral / active EE | $7,498 | $2,781+169.6% | $4,084+83.6% | $3,767+99.0% |
| Admin fee / account holder | $3,715 | $4,146-10.4% | $8,777-57.7% | $2,969+25.1% |