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 | $37,960 | $58,512-35.1% | $84,015-54.8% | $72,985-48.0% |
| Participation rate | 91.4% | 61.2%+30.2pp | 69.0%+22.4pp | 69.5%+21.9pp |
| Annual return | 32.08% | 28.93%+3.2pp | 71.31%-39.2pp | 81.00%-48.9pp |
| Employer contribution / active EE | $1,130 | $1,163-2.8% | $1,983-43.0% | $2,440-53.7% |
| Participant deferral / active EE | $3,870 | $2,394+61.7% | $3,239+19.5% | $3,607+7.3% |
| Admin fee / account holder | $1,761 | $4,569-61.4% | $6,101-71.1% | $5,124-65.6% |