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 | $29,489 | $105,181-72.0% | $159,436-81.5% | $85,850-65.7% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.8%+7.1pp | 69.3%+20.6pp |
| Annual return | 28.72% | 45.07%-16.3pp | 263.57%-234.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $3,332 | $3,318+0.4% | $4,829-31.0% | $2,565+29.9% |
| Participant deferral / active EE | $7,368 | $5,945+23.9% | $7,352+0.2% | $3,952+86.4% |
| Admin fee / account holder | $1,312 | $6,933-81.1% | $10,799-87.8% | $6,260-79.0% |