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 | $29,512 | $57,828-49.0% | $117,039-74.8% | $70,131-57.9% |
| Participation rate | 95.4% | 67.1%+28.3pp | 77.2%+18.2pp | 69.5%+25.9pp |
| Annual return | 23.54% | 17.55%+6.0pp | 18.95%+4.6pp | 73.14%-49.6pp |
| Employer contribution / active EE | $2,426 | $1,816+33.6% | $3,785-35.9% | $2,342+3.6% |
| Participant deferral / active EE | $3,405 | $2,438+39.7% | $3,929-13.3% | $3,332+2.2% |
| Admin fee / account holder | $1,070 | $3,548-69.8% | $5,974-82.1% | $4,645-77.0% |