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 | $59,211 | $95,453-38.0% | $112,040-47.2% | $82,448-28.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.30% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,465 | $2,318+49.5% | $2,954+17.3% | $2,551+35.8% |
| Participant deferral / active EE | $3,102 | $4,224-26.5% | $5,098-39.1% | $4,139-25.0% |
| Admin fee / account holder | $2,523 | $9,013-72.0% | $12,098-79.1% | $7,234-65.1% |