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 3-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 | $6,116 | $34,934-82.5% | $56,411-89.2% | $74,495-91.8% |
| Participation rate | 92.4% | 32.8%+59.6pp | 52.5%+39.9pp | 67.2%+25.2pp |
| Annual return | 27.85% | 25.94%+1.9pp | 1701.33%-1673.5pp | 1364.94%-1337.1pp |
| Employer contribution / active EE | $968 | $609+59.0% | $1,039-6.8% | $2,623-63.1% |
| Participant deferral / active EE | $2,262 | $1,170+93.3% | $1,952+15.9% | $4,346-47.9% |
| Admin fee / account holder | $504 | $2,364-78.7% | $2,829-82.2% | $1,942-74.0% |