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 | $33,338 | $53,901-38.2% | $134,143-75.1% | $73,488-54.6% |
| Participation rate | 91.3% | 62.8%+28.5pp | 72.2%+19.2pp | 70.7%+20.7pp |
| Annual return | 13.29% | 15.82%-2.5pp | 36.33%-23.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $841 | $1,458-42.3% | $3,704-77.3% | $2,270-63.0% |
| Participant deferral / active EE | $2,255 | $2,739-17.7% | $3,499-35.5% | $3,740-39.7% |
| Admin fee / account holder | $1,010 | $581+74.0% | $6,684-84.9% | $513+96.9% |