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 | $35,908 | $54,045-33.6% | $115,157-68.8% | $65,185-44.9% |
| Participation rate | 93.8% | 63.5%+30.3pp | 75.9%+17.9pp | 70.2%+23.6pp |
| Annual return | 27.43% | 26.55%+0.9pp | 35.60%-8.2pp | 29.38%-2.0pp |
| Employer contribution / active EE | $1,206 | $1,653-27.1% | $3,179-62.1% | $2,177-44.6% |
| Participant deferral / active EE | $1,945 | $2,504-22.3% | $4,168-53.3% | $3,514-44.6% |
| Admin fee / account holder | $4,676 | $626+647.5% | $7,088-34.0% | $847+452.0% |