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 | $11,147 | $57,016-80.4% | $84,966-86.9% | $80,856-86.2% |
| Participation rate | 85.3% | 56.3%+29.0pp | 67.5%+17.8pp | 67.6%+17.7pp |
| Annual return | 12.00% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $296 | $1,798-83.5% | $2,727-89.2% | $2,755-89.3% |
| Participant deferral / active EE | $1,836 | $3,110-40.9% | $4,519-59.4% | $4,296-57.3% |
| Admin fee / account holder | $617 | $4,980-87.6% | $6,149-90.0% | $6,918-91.1% |