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 | $42,232 | $49,227-14.2% | $70,449-40.1% | $79,858-47.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.81% | 30.06%-8.3pp | 109.03%-87.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,919 | $2,099-8.6% | $2,737-29.9% | $2,471-22.3% |
| Participant deferral / active EE | $1,523 | $2,768-45.0% | $3,709-58.9% | $3,740-59.3% |
| Admin fee / account holder | $4,082 | $2,878+41.8% | $3,845+6.2% | $5,306-23.1% |