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 | $58,815 | $48,230+21.9% | $67,502-12.9% | $80,856-27.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.6%+29.7pp |
| Annual return | 14.03% | 18.28%-4.3pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,824 | $2,020+188.3% | $2,731+113.3% | $2,755+111.4% |
| Participant deferral / active EE | $5,008 | $2,924+71.3% | $4,000+25.2% | $4,296+16.6% |
| Admin fee / account holder | $2,566 | $3,681-30.3% | $3,998-35.8% | $6,918-62.9% |