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 | $68,383 | $54,701+25.0% | $86,188-20.7% | $71,457-4.3% |
| Participation rate | 87.6% | 60.1%+27.5pp | 69.0%+18.7pp | 67.9%+19.7pp |
| Annual return | 14.02% | 20.06%-6.0pp | 1168.45%-1154.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,298 | $1,265+2.6% | $2,380-45.5% | $2,588-49.8% |
| Participant deferral / active EE | $4,361 | $3,108+40.3% | $3,985+9.4% | $4,289+1.7% |
| Admin fee / account holder | $1,589 | $1,922-17.3% | $6,852-76.8% | $1,587+0.1% |