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 | $38,225 | $43,327-11.8% | $59,878-36.2% | $64,186-40.4% |
| Participation rate | 86.7% | 69.2%+17.5pp | 74.7%+12.0pp | 69.6%+17.1pp |
| Annual return | 8.40% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,581 | $2,028-22.1% | $2,722-41.9% | $2,381-33.6% |
| Participant deferral / active EE | $3,085 | $2,546+21.2% | $3,402-9.3% | $3,470-11.1% |
| Admin fee / account holder | $4,249 | $3,005+41.4% | $3,590+18.3% | $4,888-13.1% |