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 | $30,363 | $53,596-43.3% | $90,645-66.5% | $64,186-52.7% |
| Participation rate | 83.5% | 64.5%+19.0pp | 74.0%+9.5pp | 69.6%+14.0pp |
| Annual return | 1.94% | 4.41%-2.5pp | 1.88%+0.1pp | 7.63%-5.7pp |
| Employer contribution / active EE | $2,888 | $1,503+92.1% | $2,532+14.1% | $2,381+21.3% |
| Participant deferral / active EE | $4,755 | $2,459+93.4% | $3,425+38.8% | $3,470+37.0% |
| Admin fee / account holder | $1,921 | $3,868-50.3% | $4,994-61.5% | $4,888-60.7% |