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 | $54,509 | $77,899-30.0% | $149,673-63.6% | $75,163-27.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.04% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,511 | $3,137+43.8% | $4,818-6.4% | $2,670+69.0% |
| Participant deferral / active EE | $4,402 | $3,411+29.1% | $5,680-22.5% | $4,125+6.7% |
| Admin fee / account holder | $2,188 | $5,956-63.3% | $13,210-83.4% | $5,651-61.3% |