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 | $47,103 | $60,892-22.6% | $82,389-42.8% | $84,808-44.5% |
| Participation rate | 93.1% | 63.3%+29.8pp | 69.5%+23.6pp | 68.3%+24.8pp |
| Annual return | 16.61% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,380 | $1,779+33.8% | $2,517-5.4% | $2,631-9.5% |
| Participant deferral / active EE | $9,935 | $3,179+212.5% | $4,155+139.1% | $4,212+135.9% |
| Admin fee / account holder | $2,027 | $5,467-62.9% | $7,231-72.0% | $7,344-72.4% |