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 | $72,105 | $101,499-29.0% | $147,005-51.0% | $74,546-3.3% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 20.82% | 8732.34%-8711.5pp | 418.76%-397.9pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $3,080 | $3,811-19.2% | $4,934-37.6% | $2,624+17.4% |
| Participant deferral / active EE | $7,836 | $7,304+7.3% | $8,070-2.9% | $4,347+80.2% |
| Admin fee / account holder | $3,660 | $1,748+109.4% | $13,006-71.9% | $1,944+88.3% |