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 | $44,929 | $58,512-23.2% | $84,015-46.5% | $72,985-38.4% |
| Participation rate | 81.7% | 61.2%+20.5pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 26.13% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $653 | $1,163-43.8% | $1,983-67.1% | $2,440-73.2% |
| Participant deferral / active EE | $2,636 | $2,394+10.1% | $3,239-18.6% | $3,607-26.9% |
| Admin fee / account holder | $3,808 | $4,569-16.7% | $6,101-37.6% | $5,124-25.7% |