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 | $10,749 | $57,016-81.1% | $84,966-87.3% | $80,856-86.7% |
| Participation rate | 93.5% | 56.3%+37.2pp | 67.5%+26.0pp | 67.6%+25.9pp |
| Annual return | 27.06% | 21.66%+5.4pp | 66.38%-39.3pp | 35.59%-8.5pp |
| Employer contribution / active EE | $1,475 | $1,798-18.0% | $2,727-45.9% | $2,755-46.5% |
| Participant deferral / active EE | $4,053 | $3,110+30.3% | $4,519-10.3% | $4,296-5.7% |
| Admin fee / account holder | $881 | $4,980-82.3% | $6,149-85.7% | $6,918-87.3% |