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 | $128,834 | $106,749+20.7% | $145,433-11.4% | $82,448+56.3% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 14.20% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,029 | $3,444+104.1% | $4,554+54.3% | $2,551+175.5% |
| Participant deferral / active EE | $12,351 | $6,519+89.5% | $7,897+56.4% | $4,139+198.4% |
| Admin fee / account holder | $17,862 | $8,390+112.9% | $13,129+36.1% | $7,234+146.9% |