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 | $55,335 | $49,915+10.9% | $154,803-64.3% | $74,304-25.5% |
| Participation rate | 83.3% | 54.0%+29.4pp | 78.1%+5.3pp | 60.3%+23.0pp |
| Annual return | 18.93% | 34.06%-15.1pp | 58.88%-40.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,572 | $1,611-2.5% | $4,305-63.5% | $2,241-29.9% |
| Participant deferral / active EE | $2,733 | $2,255+21.2% | $5,540-50.7% | $3,767-27.5% |
| Admin fee / account holder | $1,521 | $2,189-30.5% | $14,329-89.4% | $2,969-48.8% |