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 | $29,267 | $76,552-61.8% | $123,892-76.4% | $62,891-53.5% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 13.75% | 18.68%-4.9pp | 47.52%-33.8pp | 20.14%-6.4pp |
| Employer contribution / active EE | $1,659 | $2,883-42.5% | $4,617-64.1% | $2,281-27.3% |
| Participant deferral / active EE | $5,132 | $4,840+6.0% | $5,984-14.2% | $3,203+60.2% |
| Admin fee / account holder | $1,468 | $4,826-69.6% | $8,357-82.4% | $4,296-65.8% |