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 | $35,296 | $73,933-52.3% | $96,683-63.5% | $75,163-53.0% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.1pp |
| Annual return | 16.01% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,076 | $2,928-63.2% | $3,737-71.2% | $2,670-59.7% |
| Participant deferral / active EE | $2,971 | $3,659-18.8% | $4,878-39.1% | $4,125-28.0% |
| Admin fee / account holder | $4,083 | $5,216-21.7% | $6,730-39.3% | $5,651-27.7% |