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 | $67,670 | $89,753-24.6% | $107,525-37.1% | $84,808-20.2% |
| Participation rate | 96.8% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.5pp |
| Annual return | 13.41% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,967 | $3,113-36.8% | $3,754-47.6% | $2,631-25.2% |
| Participant deferral / active EE | $5,072 | $4,056+25.0% | $5,116-0.9% | $4,212+20.4% |
| Admin fee / account holder | $4,584 | $7,222-36.5% | $8,919-48.6% | $7,344-37.6% |