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 | $32,228 | $60,124-46.4% | $90,404-64.4% | $79,858-59.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.48% | 71.94%-53.5pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,556 | $2,068+23.6% | $3,262-21.6% | $2,471+3.4% |
| Participant deferral / active EE | $1,694 | $2,938-42.3% | $3,963-57.3% | $3,740-54.7% |
| Admin fee / account holder | $1,883 | $3,976-52.6% | $5,611-66.4% | $5,306-64.5% |