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 7-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 | $28,825 | $64,480-55.3% | $81,382-64.6% | $80,856-64.4% |
| Participation rate | 84.0% | 63.9%+20.1pp | 69.5%+14.5pp | 67.6%+16.4pp |
| Annual return | 15.31% | 16.34%-1.0pp | 24.73%-9.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,611 | $1,978-18.6% | $2,463-34.6% | $2,755-41.5% |
| Participant deferral / active EE | $10,318 | $3,094+233.5% | $3,883+165.7% | $4,296+140.2% |
| Admin fee / account holder | $3,198 | $5,671-43.6% | $5,768-44.6% | $6,918-53.8% |