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 | $49,963 | $47,848+4.4% | $81,478-38.7% | $70,131-28.8% |
| Participation rate | 90.1% | 58.3%+31.8pp | 68.0%+22.2pp | 69.5%+20.6pp |
| Annual return | 23.54% | 27.25%-3.7pp | 38.78%-15.2pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,907 | $1,527+24.9% | $2,568-25.7% | $2,342-18.6% |
| Participant deferral / active EE | $3,496 | $2,453+42.5% | $3,537-1.2% | $3,332+4.9% |
| Admin fee / account holder | $1,455 | $3,145-53.7% | $4,561-68.1% | $4,645-68.7% |