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 | $34,265 | $55,706-38.5% | $75,886-54.8% | $72,985-53.1% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.3%+27.8pp | 69.5%+27.6pp |
| Annual return | 20.68% | 27.59%-6.9pp | 30.76%-10.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,820 | $1,687+7.9% | $2,500-27.2% | $2,440-25.4% |
| Participant deferral / active EE | $2,508 | $2,634-4.8% | $3,603-30.4% | $3,607-30.5% |
| Admin fee / account holder | $2,746 | $3,978-31.0% | $5,418-49.3% | $5,124-46.4% |