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 | $28,935 | $77,899-62.9% | $149,673-80.7% | $75,163-61.5% |
| Participation rate | 81.0% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.8pp |
| Annual return | 17.96% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,847 | $3,137-41.1% | $4,818-61.7% | $2,670-30.8% |
| Participant deferral / active EE | $3,038 | $3,411-10.9% | $5,680-46.5% | $4,125-26.3% |
| Admin fee / account holder | $421 | $5,956-92.9% | $13,210-96.8% | $5,651-92.6% |