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 | $41,157 | $52,580-21.7% | $71,671-42.6% | $70,131-41.3% |
| Participation rate | 90.4% | 60.9%+29.5pp | 68.7%+21.6pp | 69.5%+20.8pp |
| Annual return | 20.07% | 20.25%-0.2pp | 20.65%-0.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,416 | $1,616+49.5% | $2,460-1.8% | $2,342+3.1% |
| Participant deferral / active EE | $4,172 | $2,386+74.8% | $3,438+21.3% | $3,332+25.2% |
| Admin fee / account holder | $1,119 | $3,653-69.4% | $5,558-79.9% | $4,645-75.9% |