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 | $51,551 | $89,753-42.6% | $107,525-52.1% | $84,808-39.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,906 | $3,113-6.7% | $3,754-22.6% | $2,631+10.5% |
| Participant deferral / active EE | $5,105 | $4,056+25.9% | $5,116-0.2% | $4,212+21.2% |
| Admin fee / account holder | $2,909 | $7,222-59.7% | $8,919-67.4% | $7,344-60.4% |