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 | $35,557 | $78,672-54.8% | $109,143-67.4% | $85,850-58.6% |
| Participation rate | 95.3% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+26.0pp |
| Annual return | 17.21% | 25.09%-7.9pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,008 | $2,735-63.1% | $3,722-72.9% | $2,565-60.7% |
| Participant deferral / active EE | $2,572 | $3,467-25.8% | $4,653-44.7% | $3,952-34.9% |
| Admin fee / account holder | $1,930 | $5,469-64.7% | $6,752-71.4% | $6,260-69.2% |