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 | $32,515 | $63,355-48.7% | $91,989-64.7% | $72,985-55.4% |
| Participation rate | 76.6% | 72.5%+4.1pp | 78.6%-2.0pp | 69.5%+7.1pp |
| Annual return | 30.45% | 35.35%-4.9pp | 69.02%-38.6pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,003 | $2,116-5.3% | $3,452-42.0% | $2,440-17.9% |
| Participant deferral / active EE | $3,648 | $4,883-25.3% | $5,923-38.4% | $3,607+1.1% |
| Admin fee / account holder | $1,915 | $4,668-59.0% | $7,743-75.3% | $5,124-62.6% |