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 | $81,624 | $88,360-7.6% | $145,433-43.9% | $67,986+20.1% |
| Participation rate | 86.8% | 65.5%+21.3pp | 82.1%+4.7pp | 57.2%+29.6pp |
| Annual return | 20.12% | 63.15%-43.0pp | 66.58%-46.5pp | 31.67%-11.5pp |
| Employer contribution / active EE | $2,216 | $3,054-27.4% | $4,554-51.3% | $2,019+9.8% |
| Participant deferral / active EE | $7,741 | $5,932+30.5% | $7,897-2.0% | $3,358+130.5% |
| Admin fee / account holder | $4,480 | $3,313+35.2% | $13,129-65.9% | $3,203+39.9% |