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 | $109,881+17.2% | $150,045-14.1% | $84,808+51.9% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 14.20% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,029 | $3,561+97.4% | $4,693+49.8% | $2,631+167.2% |
| Participant deferral / active EE | $12,351 | $6,636+86.1% | $7,997+54.4% | $4,212+193.3% |
| Admin fee / account holder | $17,862 | $8,568+108.5% | $13,435+33.0% | $7,344+143.2% |