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 | $62,704 | $73,933-15.2% | $96,683-35.1% | $75,163-16.6% |
| Participation rate | 78.5% | 66.4%+12.1pp | 74.3%+4.1pp | 67.2%+11.3pp |
| Annual return | 20.90% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $6,668 | $2,928+127.8% | $3,737+78.5% | $2,670+149.8% |
| Participant deferral / active EE | $7,534 | $3,659+105.9% | $4,878+54.4% | $4,125+82.6% |
| Admin fee / account holder | $4,938 | $5,216-5.3% | $6,730-26.6% | $5,651-12.6% |