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 | $44,217 | $49,227-10.2% | $70,449-37.2% | $79,858-44.6% |
| Participation rate | 80.5% | 69.2%+11.3pp | 75.1%+5.4pp | 69.6%+10.8pp |
| Annual return | 21.03% | 30.06%-9.0pp | 109.03%-88.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,983 | $2,099-5.5% | $2,737-27.5% | $2,471-19.7% |
| Participant deferral / active EE | $6,383 | $2,768+130.6% | $3,709+72.1% | $3,740+70.7% |
| Admin fee / account holder | $1,030 | $2,878-64.2% | $3,845-73.2% | $5,306-80.6% |