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 | $94,394 | $74,927+26.0% | $101,794-7.3% | $84,808+11.3% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.9pp |
| Annual return | 19.12% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,439 | $1,522+60.3% | $2,289+6.6% | $2,631-7.3% |
| Participant deferral / active EE | $4,762 | $3,099+53.7% | $4,084+16.6% | $4,212+13.1% |
| Admin fee / account holder | $2,700 | $6,514-58.6% | $8,777-69.2% | $7,344-63.2% |