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 | $39,628 | $109,881-63.9% | $150,045-73.6% | $84,808-53.3% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,732 | $3,561-23.3% | $4,693-41.8% | $2,631+3.8% |
| Participant deferral / active EE | $4,997 | $6,636-24.7% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $321 | $8,568-96.3% | $13,435-97.6% | $7,344-95.6% |