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 | $64,291 | $81,208-20.8% | $98,907-35.0% | $79,858-19.5% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 23.58% | 60.99%-37.4pp | 196.43%-172.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $5,009 | $1,960+155.6% | $2,689+86.3% | $2,471+102.7% |
| Participant deferral / active EE | $13,713 | $3,265+320.0% | $4,244+223.1% | $3,740+266.7% |
| Admin fee / account holder | $5,291 | $6,013-12.0% | $6,642-20.3% | $5,306-0.3% |