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 | $19,415 | $48,076-59.6% | $78,689-75.3% | $62,891-69.1% |
| Participation rate | 98.5% | 65.2%+33.3pp | 73.6%+24.9pp | 69.3%+29.2pp |
| Annual return | 7.61% | 31.35%-23.7pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,248 | $2,015-38.1% | $2,851-56.2% | $2,281-45.3% |
| Participant deferral / active EE | $1,309 | $2,588-49.4% | $3,517-62.8% | $3,203-59.1% |
| Admin fee / account holder | $1,384 | $3,207-56.8% | $4,510-69.3% | $4,296-67.8% |