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 | $27,336 | $85,766-68.1% | $136,294-79.9% | $70,131-61.0% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 34.02% | 31.45%+2.6pp | 5155.94%-5121.9pp | 73.14%-39.1pp |
| Employer contribution / active EE | $1,145 | $2,966-61.4% | $4,695-75.6% | $2,342-51.1% |
| Participant deferral / active EE | $4,778 | $5,051-5.4% | $6,247-23.5% | $3,332+43.4% |
| Admin fee / account holder | $3,312 | $5,420-38.9% | $9,243-64.2% | $4,645-28.7% |