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 | $45,400 | $86,332-47.4% | $125,175-63.7% | $65,185-30.4% |
| Participation rate | 78.8% | 75.3%+3.4pp | 79.8%-1.0pp | 70.2%+8.6pp |
| Annual return | 29.88% | 27.43%+2.5pp | 43.79%-13.9pp | 29.38%+0.5pp |
| Employer contribution / active EE | $1,954 | $2,040-4.2% | $3,865-49.4% | $2,177-10.2% |
| Participant deferral / active EE | $4,528 | $3,537+28.0% | $4,937-8.3% | $3,514+28.9% |
| Admin fee / account holder | $2,065 | $609+239.0% | $9,702-78.7% | $847+143.8% |