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 | $31,884 | $77,145-58.7% | $108,410-70.6% | $85,850-62.9% |
| Participation rate | 89.2% | 74.7%+14.5pp | 80.1%+9.0pp | 69.3%+19.8pp |
| Annual return | 18.23% | 44.54%-26.3pp | 905.27%-887.0pp | 318.53%-300.3pp |
| Employer contribution / active EE | $505 | $2,379-78.8% | $3,558-85.8% | $2,565-80.3% |
| Participant deferral / active EE | $7,308 | $5,566+31.3% | $6,563+11.4% | $3,952+84.9% |
| Admin fee / account holder | $4,273 | $5,172-17.4% | $7,295-41.4% | $6,260-31.7% |