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 | $38,412 | $101,724-62.2% | $164,813-76.7% | $80,856-52.5% |
| Participation rate | 73.6% | 71.8%+1.7pp | 78.6%-5.0pp | 67.6%+5.9pp |
| Annual return | 11.73% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,521 | $2,953-48.5% | $4,341-64.9% | $2,755-44.8% |
| Participant deferral / active EE | $2,907 | $4,477-35.1% | $6,031-51.8% | $4,296-32.3% |
| Admin fee / account holder | $5,672 | $8,227-31.1% | $12,690-55.3% | $6,918-18.0% |