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 | $31,415 | $59,443-47.2% | $70,164-55.2% | $75,163-58.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.62% | 18.53%+9.1pp | 18.87%+8.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $4,354 | $3,306+31.7% | $4,287+1.6% | $2,670+63.1% |
| Participant deferral / active EE | $2,383 | $3,653-34.8% | $5,395-55.8% | $4,125-42.2% |
| Admin fee / account holder | $2,558 | $4,397-41.8% | $4,561-43.9% | $5,651-54.7% |