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 | $44,674 | $55,453-19.4% | $170,442-73.8% | $62,292-28.3% |
| Participation rate | 86.2% | 66.4%+19.9pp | 83.6%+2.6pp | 69.5%+16.7pp |
| Annual return | 20.99% | 21.38%-0.4pp | 205.93%-184.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,489 | $2,164-31.2% | $5,433-72.6% | $2,042-27.1% |
| Participant deferral / active EE | $3,002 | $2,303+30.4% | $4,939-39.2% | $3,169-5.3% |
| Admin fee / account holder | $1,146 | $455+151.8% | $13,880-91.7% | $479+139.1% |