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 | $35,250 | $89,355-60.6% | $141,162-75.0% | $72,985-51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.12% | 111.85%-83.7pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,912 | $3,114-6.5% | $4,735-38.5% | $2,440+19.4% |
| Participant deferral / active EE | $7,609 | $5,418+40.4% | $6,709+13.4% | $3,607+110.9% |
| Admin fee / account holder | $622 | $5,958-89.6% | $10,261-93.9% | $5,124-87.9% |