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 | $25,565 | $62,573-59.1% | $85,682-70.2% | $85,850-70.2% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.9%+17.6pp | 69.3%+18.2pp |
| Annual return | 13.19% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,727 | $2,802+33.0% | $3,923-5.0% | $3,952-5.7% |
| Admin fee / account holder | $1,886 | $4,640-59.3% | $6,873-72.6% | $6,260-69.9% |