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 | $37,702 | $49,915-24.5% | $154,803-75.6% | $74,304-49.3% |
| Participation rate | 92.7% | 54.0%+38.7pp | 78.1%+14.6pp | 60.3%+32.3pp |
| Annual return | 13.08% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $519 | $1,611-67.8% | $4,305-88.0% | $2,241-76.9% |
| Participant deferral / active EE | $2,651 | $2,255+17.6% | $5,540-52.2% | $3,767-29.6% |
| Admin fee / account holder | $4,625 | $2,189+111.3% | $14,329-67.7% | $2,969+55.8% |