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 | $71,725 | $80,753-11.2% | $136,294-47.4% | $62,292+15.1% |
| Participation rate | 89.8% | 73.5%+16.3pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 19.45% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,524 | $2,884-12.5% | $4,695-46.2% | $2,042+23.6% |
| Participant deferral / active EE | $5,140 | $5,164-0.5% | $6,247-17.7% | $3,169+62.2% |
| Admin fee / account holder | $6,667 | $525+1168.9% | $9,243-27.9% | $479+1290.9% |