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 | $74,988 | $77,813-3.6% | $123,544-39.3% | $64,186+16.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.55% | 12.48%-2.9pp | 119.20%-109.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $6,316 | $3,014+109.6% | $4,628+36.5% | $2,381+165.3% |
| Participant deferral / active EE | $8,713 | $5,240+66.3% | $6,426+35.6% | $3,470+151.1% |
| Admin fee / account holder | $10,638 | $5,519+92.8% | $9,284+14.6% | $4,888+117.6% |