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 | $50,370 | $99,985-49.6% | $146,665-65.7% | $85,850-41.3% |
| Participation rate | 89.8% | 73.1%+16.7pp | 80.1%+9.7pp | 69.3%+20.5pp |
| Annual return | 13.09% | 18.93%-5.8pp | 22.74%-9.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,322 | $2,559-48.3% | $4,136-68.0% | $2,565-48.5% |
| Participant deferral / active EE | $4,382 | $4,006+9.4% | $5,506-20.4% | $3,952+10.9% |
| Admin fee / account holder | $932 | $7,702-87.9% | $10,280-90.9% | $6,260-85.1% |