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 | $57,721 | $91,190-36.7% | $178,490-67.7% | $79,858-27.7% |
| Participation rate | 81.4% | 69.2%+12.2pp | 81.9%-0.5pp | 69.6%+11.8pp |
| Annual return | 20.45% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,473 | $3,256-54.8% | $5,011-70.6% | $2,471-40.4% |
| Participant deferral / active EE | $3,481 | $3,236+7.6% | $5,202-33.1% | $3,740-6.9% |
| Admin fee / account holder | $4,344 | $6,751-35.6% | $13,984-68.9% | $5,306-18.1% |