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 | $73,204 | $96,484-24.1% | $156,263-53.2% | $74,304-1.5% |
| Participation rate | 71.3% | 67.7%+3.7pp | 78.9%-7.6pp | 60.3%+11.0pp |
| Annual return | 14.50% | 17.73%-3.2pp | 59.47%-45.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $3,310 | $2,528+30.9% | $4,333-23.6% | $2,241+47.7% |
| Participant deferral / active EE | $6,673 | $4,286+55.7% | $6,158+8.4% | $3,767+77.1% |
| Admin fee / account holder | $3,647 | $3,728-2.2% | $14,255-74.4% | $2,969+22.8% |