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 | $52,318 | $83,477-37.3% | $125,175-58.2% | $72,985-28.3% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 31.34% | 25.78%+5.6pp | 43.79%-12.4pp | 81.00%-49.7pp |
| Employer contribution / active EE | $967 | $2,345-58.8% | $3,865-75.0% | $2,440-60.4% |
| Participant deferral / active EE | $4,817 | $3,585+34.3% | $4,937-2.4% | $3,607+33.5% |
| Admin fee / account holder | $12,228 | $5,517+121.6% | $9,702+26.0% | $5,124+138.6% |