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 | $23,604 | $73,981-68.1% | $105,722-77.7% | $62,891-62.5% |
| Participation rate | 92.4% | 71.7%+20.7pp | 78.9%+13.5pp | 69.3%+23.1pp |
| Annual return | 7.86% | 17.60%-9.7pp | 12.25%-4.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,886 | $2,856+1.0% | $4,079-29.2% | $2,281+26.5% |
| Participant deferral / active EE | $4,523 | $4,038+12.0% | $5,326-15.1% | $3,203+41.2% |
| Admin fee / account holder | $2,527 | $5,976-57.7% | $8,308-69.6% | $4,296-41.2% |