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 | $77,503-3.4% | $100,391-25.4% | $80,856-7.4% |
| Participation rate | 81.8% | 76.9%+4.9pp | 81.5%+0.3pp | 67.6%+14.2pp |
| Annual return | 22.09% | 37.20%-15.1pp | 49.20%-27.1pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,562 | $2,801+62.9% | $3,942+15.7% | $2,755+65.6% |
| Participant deferral / active EE | $10,013 | $6,820+46.8% | $8,082+23.9% | $4,296+133.1% |
| Admin fee / account holder | $10,506 | $5,897+78.2% | $7,899+33.0% | $6,918+51.9% |