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 4-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 | $188,285 | $49,451+280.8% | $79,550+136.7% | $66,914+181.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 204323.65% | 84.25%+204239.4pp | 0.16%+204323.5pp | 1.58%+204322.1pp |
| Employer contribution / active EE | $1,322 | $1,266+4.5% | $2,413-45.2% | $2,544-48.0% |
| Participant deferral / active EE | $2,261 | $3,159-28.4% | $3,985-43.3% | $4,237-46.6% |
| Admin fee / account holder | $1,054 | $595+77.2% | $6,832-84.6% | $593+77.6% |