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 6-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 | $10,942 | $57,016-80.8% | $84,966-87.1% | $80,856-86.5% |
| Participation rate | 90.0% | 56.3%+33.7pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 14.31% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,758 | $1,798-2.2% | $2,727-35.5% | $2,755-36.2% |
| Participant deferral / active EE | $3,485 | $3,110+12.1% | $4,519-22.9% | $4,296-18.9% |
| Admin fee / account holder | $1,616 | $4,980-67.6% | $6,149-73.7% | $6,918-76.6% |