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 | $42,617 | $95,803-55.5% | $113,168-62.3% | $84,808-49.7% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 18.41% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,427 | $2,360-39.5% | $2,975-52.0% | $2,631-45.8% |
| Participant deferral / active EE | $4,553 | $4,242+7.3% | $5,107-10.8% | $4,212+8.1% |
| Admin fee / account holder | $1,382 | $8,989-84.6% | $12,068-88.5% | $7,344-81.2% |