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 | $30,246 | $91,407-66.9% | $135,903-77.7% | $71,457-57.7% |
| Participation rate | 80.8% | 75.7%+5.2pp | 81.9%-1.1pp | 67.9%+12.9pp |
| Annual return | 18.47% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,022 | $3,703-45.4% | $4,856-58.4% | $2,588-21.9% |
| Participant deferral / active EE | $4,645 | $7,092-34.5% | $7,758-40.1% | $4,289+8.3% |
| Admin fee / account holder | $2,263 | $1,266+78.8% | $10,762-79.0% | $1,587+42.6% |