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 | $41,078 | $89,753-54.2% | $107,525-61.8% | $84,808-51.6% |
| Participation rate | 85.1% | 68.1%+17.0pp | 75.1%+10.0pp | 68.3%+16.8pp |
| Annual return | 16.11% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,546 | $3,113-18.2% | $3,754-32.2% | $2,631-3.2% |
| Participant deferral / active EE | $4,009 | $4,056-1.2% | $5,116-21.6% | $4,212-4.8% |
| Admin fee / account holder | $6,740 | $7,222-6.7% | $8,919-24.4% | $7,344-8.2% |