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 | $26,187 | $81,460-67.9% | $103,333-74.7% | $80,856-67.6% |
| Participation rate | 84.2% | 66.8%+17.4pp | 74.5%+9.7pp | 67.6%+16.6pp |
| Annual return | 16.18% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,633 | $3,105-15.2% | $3,868-31.9% | $2,755-4.4% |
| Participant deferral / active EE | $5,161 | $3,869+33.4% | $5,057+2.1% | $4,296+20.1% |
| Admin fee / account holder | $4,811 | $6,566-26.7% | $8,355-42.4% | $6,918-30.5% |