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 | $34,350 | $59,535-42.3% | $90,160-61.9% | $62,292-44.9% |
| Participation rate | 87.0% | 73.0%+14.0pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 20.16% | 23.53%-3.4pp | 34.88%-14.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $556 | $1,826-69.5% | $3,318-83.2% | $2,042-72.8% |
| Participant deferral / active EE | $4,494 | $4,639-3.1% | $5,288-15.0% | $3,169+41.8% |
| Admin fee / account holder | $1,093 | $337+224.8% | $5,943-81.6% | $479+128.1% |