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 | $109,458 | $81,460+34.4% | $103,333+5.9% | $80,856+35.4% |
| Participation rate | 87.2% | 66.8%+20.4pp | 74.5%+12.7pp | 67.6%+19.6pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,015 | $3,105-2.9% | $3,868-22.0% | $2,755+9.5% |
| Participant deferral / active EE | $7,858 | $3,869+103.1% | $5,057+55.4% | $4,296+82.9% |
| Admin fee / account holder | $6,761 | $6,566+3.0% | $8,355-19.1% | $6,918-2.3% |