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 | $28,276 | $56,897-50.3% | $84,750-66.6% | $62,891-55.0% |
| Participation rate | 90.4% | 68.5%+21.9pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 5.11% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,798 | $2,400+16.6% | $3,574-21.7% | $2,281+22.7% |
| Participant deferral / active EE | $2,621 | $2,709-3.3% | $3,712-29.4% | $3,203-18.2% |
| Admin fee / account holder | $1,048 | $3,581-70.7% | $5,332-80.4% | $4,296-75.6% |