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 | $36,910 | $76,552-51.8% | $123,892-70.2% | $62,891-41.3% |
| Participation rate | 72.9% | 73.0%0pp | 81.4%-8.5pp | 69.3%+3.6pp |
| Annual return | 10.73% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,377 | $2,883-17.5% | $4,617-48.5% | $2,281+4.2% |
| Participant deferral / active EE | $3,948 | $4,840-18.4% | $5,984-34.0% | $3,203+23.3% |
| Admin fee / account holder | $773 | $4,826-84.0% | $8,357-90.7% | $4,296-82.0% |