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 | $47,712 | $76,552-37.7% | $123,892-61.5% | $62,891-24.1% |
| Participation rate | 99.0% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.7pp |
| Annual return | 13.27% | 18.68%-5.4pp | 47.52%-34.2pp | 20.14%-6.9pp |
| Employer contribution / active EE | $5,744 | $2,883+99.3% | $4,617+24.4% | $2,281+151.8% |
| Participant deferral / active EE | $6,716 | $4,840+38.8% | $5,984+12.2% | $3,203+109.7% |
| Admin fee / account holder | $4,931 | $4,826+2.2% | $8,357-41.0% | $4,296+14.8% |