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 | $28,706 | $61,052-53.0% | $142,863-79.9% | $79,386-63.8% |
| Participation rate | 87.5% | 60.1%+27.4pp | 71.9%+15.6pp | 70.7%+16.8pp |
| Annual return | 14.35% | 16.02%-1.7pp | 5637.54%-5623.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,327 | $1,481-10.4% | $4,144-68.0% | $2,427-45.3% |
| Participant deferral / active EE | $2,331 | $2,879-19.0% | $3,837-39.2% | $4,046-42.4% |
| Admin fee / account holder | $497 | $659-24.6% | $6,560-92.4% | $626-20.6% |