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 | $62,260 | $85,766-27.4% | $136,294-54.3% | $70,131-11.2% |
| Participation rate | 87.4% | 74.2%+13.2pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 18.30% | 31.45%-13.2pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,886 | $2,966+64.7% | $4,695+4.1% | $2,342+108.6% |
| Participant deferral / active EE | $9,654 | $5,051+91.1% | $6,247+54.5% | $3,332+189.8% |
| Admin fee / account holder | $1,481 | $5,420-72.7% | $9,243-84.0% | $4,645-68.1% |