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 | $17,409 | $45,312-61.6% | $86,233-79.8% | $67,986-74.4% |
| Participation rate | 81.0% | 42.4%+38.6pp | 69.0%+12.0pp | 57.2%+23.8pp |
| Annual return | 15.10% | 24.79%-9.7pp | 61.39%-46.3pp | 31.67%-16.6pp |
| Employer contribution / active EE | $446 | $1,160-61.5% | $2,504-82.2% | $2,019-77.9% |
| Participant deferral / active EE | $1,816 | $2,185-16.9% | $4,559-60.2% | $3,358-45.9% |
| Admin fee / account holder | $1,405 | $3,295-57.3% | $8,342-83.2% | $3,203-56.1% |