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 | $74,871 | $77,523-3.4% | $100,383-25.4% | $80,874-7.4% |
| Participation rate | 81.8% | 77.0%+4.9pp | 81.5%+0.3pp | 67.6%+14.2pp |
| Annual return | 22.09% | 37.21%-15.1pp | 49.26%-27.2pp | 35.62%-13.5pp |
| Employer contribution / active EE | $4,562 | $2,801+62.9% | $3,944+15.7% | $2,756+65.6% |
| Participant deferral / active EE | $10,013 | $6,822+46.8% | $8,086+23.8% | $4,297+133.0% |
| Admin fee / account holder | $10,506 | $5,899+78.1% | $7,900+33.0% | $6,935+51.5% |