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 | $55,877 | $70,475-20.7% | $100,516-44.4% | $79,858-30.0% |
| Participation rate | 86.0% | 73.7%+12.4pp | 79.4%+6.6pp | 69.6%+16.4pp |
| Annual return | 22.33% | 21.90%+0.4pp | 30.89%-8.6pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,933 | $2,165+35.5% | $3,418-14.2% | $2,471+18.7% |
| Participant deferral / active EE | $6,061 | $5,181+17.0% | $6,270-3.3% | $3,740+62.1% |
| Admin fee / account holder | $2,190 | $4,478-51.1% | $8,081-72.9% | $5,306-58.7% |