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 | $46,696 | $89,652-47.9% | $141,162-66.9% | $65,185-28.4% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.5%-9.0pp | 70.2%+3.3pp |
| Annual return | 32.80% | 32.79%0pp | 71.39%-38.6pp | 29.38%+3.4pp |
| Employer contribution / active EE | $910 | $3,065-70.3% | $4,735-80.8% | $2,177-58.2% |
| Participant deferral / active EE | $5,784 | $5,691+1.6% | $6,709-13.8% | $3,514+64.6% |
| Admin fee / account holder | $5,012 | $569+781.6% | $10,261-51.2% | $847+491.7% |