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 | $38,159 | $98,750-61.4% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.5%+1.0pp | 69.6%+13.9pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,986 | $3,216-38.3% | $4,644-57.2% | $2,471-19.6% |
| Participant deferral / active EE | $3,130 | $5,680-44.9% | $6,842-54.3% | $3,740-16.3% |
| Admin fee / account holder | $1,681 | $6,053-72.2% | $9,309-81.9% | $5,306-68.3% |