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 | $92,119 | $85,766+7.4% | $136,294-32.4% | $70,131+31.4% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 18.50% | 31.45%-13.0pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,938 | $2,966-34.7% | $4,695-58.7% | $2,342-17.3% |
| Participant deferral / active EE | $4,119 | $5,051-18.5% | $6,247-34.1% | $3,332+23.6% |
| Admin fee / account holder | $1,747 | $5,420-67.8% | $9,243-81.1% | $4,645-62.4% |