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 | $25,811 | $58,828-56.1% | $77,999-66.9% | $62,891-59.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 11.21% | 17.16%-5.9pp | 425.96%-414.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,327 | $1,672-20.6% | $2,470-46.3% | $2,281-41.8% |
| Participant deferral / active EE | $2,373 | $2,686-11.6% | $3,497-32.1% | $3,203-25.9% |
| Admin fee / account holder | $1,217 | $4,393-72.3% | $5,480-77.8% | $4,296-71.7% |