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 | $14,702 | $54,762-73.2% | $90,281-83.7% | $72,985-79.9% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 26.62% | 30.63%-4.0pp | 78.10%-51.5pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,879 | $2,092-10.2% | $2,854-34.2% | $2,440-23.0% |
| Participant deferral / active EE | $4,318 | $2,887+49.6% | $3,885+11.1% | $3,607+19.7% |
| Admin fee / account holder | $1,182 | $3,972-70.2% | $5,351-77.9% | $5,124-76.9% |