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 | $50,242 | $58,694-14.4% | $142,863-64.8% | $85,850-41.5% |
| Participation rate | 86.7% | 58.5%+28.2pp | 71.9%+14.7pp | 69.3%+17.4pp |
| Annual return | 17.60% | 27.72%-10.1pp | 5637.54%-5619.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,356 | $1,423-4.7% | $4,144-67.3% | $2,565-47.1% |
| Participant deferral / active EE | $2,612 | $2,607+0.2% | $3,837-31.9% | $3,952-33.9% |
| Admin fee / account holder | $3,940 | $4,239-7.1% | $6,560-40.0% | $6,260-37.1% |