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 | $23,128 | $61,272-62.3% | $149,673-84.5% | $71,457-67.6% |
| Participation rate | 78.1% | 62.5%+15.6pp | 78.8%-0.7pp | 67.9%+10.1pp |
| Annual return | 30.12% | 35.85%-5.7pp | 134.42%-104.3pp | 28.85%+1.3pp |
| Employer contribution / active EE | $976 | $2,378-59.0% | $4,818-79.7% | $2,588-62.3% |
| Participant deferral / active EE | $2,102 | $2,917-27.9% | $5,680-63.0% | $4,289-51.0% |
| Admin fee / account holder | $1,090 | $1,261-13.6% | $13,210-91.7% | $1,587-31.3% |