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 | $42,790 | $93,571-54.3% | $135,903-68.5% | $75,163-43.1% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 22.07% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $831 | $3,537-76.5% | $4,856-82.9% | $2,670-68.9% |
| Participant deferral / active EE | $6,861 | $6,404+7.1% | $7,758-11.6% | $4,125+66.3% |
| Admin fee / account holder | $2,987 | $6,975-57.2% | $10,762-72.2% | $5,651-47.1% |