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 | $84,100 | $80,968+3.9% | $96,544-12.9% | $75,163+11.9% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 14.58% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $7,971 | $2,282+249.4% | $2,965+168.9% | $2,670+198.6% |
| Participant deferral / active EE | $4,099 | $3,928+4.3% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $2,214 | $6,724-67.1% | $8,252-73.2% | $5,651-60.8% |