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 | $30,313 | $47,922-36.7% | $75,886-60.1% | $65,185-53.5% |
| Participation rate | 83.2% | 63.0%+20.2pp | 69.3%+13.9pp | 70.2%+13.0pp |
| Annual return | 26.20% | 24.12%+2.1pp | 30.76%-4.6pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,607 | $1,557+3.2% | $2,500-35.7% | $2,177-26.2% |
| Participant deferral / active EE | $2,613 | $2,550+2.5% | $3,603-27.5% | $3,514-25.6% |
| Admin fee / account holder | $1,109 | $532+108.6% | $5,418-79.5% | $847+30.9% |